Cerity Partners’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
78,900
+4,473
| +6% | +$568K | 0.02% | 537 |
|
|
2025
Q1 | $9.21M | Buy |
74,427
+3,680
| +5% | +$455K | 0.02% | 509 |
|
|
2024
Q4 | $7.83M | Buy |
70,747
+3,302
| +5% | +$365K | 0.02% | 573 |
|
|
2024
Q3 | $7.93M | Buy |
67,445
+6,094
| +10% | +$717K | 0.02% | 565 |
|
|
2024
Q2 | $6.17M | Buy |
61,351
+1,102
| +2% | +$111K | 0.02% | 549 |
|
|
2024
Q1 | $6.21M | Buy |
60,249
+10,635
| +21% | +$1.1M | 0.02% | 590 |
|
|
2023
Q4 | $4M | Buy |
49,614
+8,203
| +20% | +$662K | 0.01% | 587 |
|
|
2023
Q3 | $2.95M | Sell |
41,411
-6,934
| -14% | -$494K | 0.01% | 505 |
|
|
2023
Q2 | $3.5M | Buy |
48,345
+3,789
| +9% | +$274K | 0.01% | 584 |
|
|
2023
Q1 | $3.75M | Buy |
44,556
+1,400
| +3% | +$118K | 0.01% | 550 |
|
|
2022
Q4 | $3.29M | Buy |
43,156
+2,265
| +6% | +$173K | 0.02% | 435 |
|
|
2022
Q3 | $2.55M | Sell |
40,891
-40
| -0.1% | -$2.49K | 0.03% | 336 |
|
|
2022
Q2 | $2.69M | Buy |
40,931
+34,183
| +507% | +$2.25M | 0.03% | 347 |
|
|
2022
Q1 | $485K | Buy |
6,748
+1,193
| +21% | +$85.7K | 0.01% | 597 |
|
|
2021
Q4 | $383K | Buy |
5,555
+882
| +19% | +$60.8K | 0.01% | 695 |
|
|
2021
Q3 | $328K | Buy |
4,673
+151
| +3% | +$10.6K | 0.01% | 547 |
|
|
2021
Q2 | $280K | Sell |
4,522
-617
| -12% | -$38.2K | 0.01% | 603 |
|
|
2021
Q1 | $343K | Buy |
5,139
+603
| +13% | +$40.2K | 0.01% | 522 |
|
|
2020
Q4 | $222K | Buy |
+4,536
| New | +$222K | 0.01% | 573 |
|
|
2020
Q1 | – | Sell |
-4,382
| Closed | -$266K | – | 483 |
|
|
2019
Q4 | $266K | Buy |
4,382
+14
| +0.3% | +$850 | 0.01% | 447 |
|
|
2019
Q3 | $265K | Buy |
4,368
+89
| +2% | +$5.4K | 0.02% | 412 |
|
|
2019
Q2 | $238K | Sell |
4,279
-177
| -4% | -$9.85K | 0.02% | 429 |
|
|
2019
Q1 | $222K | Buy |
+4,456
| New | +$222K | 0.01% | 479 |
|