Charter Oak Capital Management’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 | $308K | Hold |
2,424
| – | – | 0.03% | 161 |
|
|
2025
Q1 | $300K | Sell |
2,424
-4
| -0.2% | -$495 | 0.03% | 150 |
|
|
2024
Q4 | $266K | Buy |
2,428
+4
| +0.2% | +$438 | 0.02% | 158 |
|
|
2024
Q3 | $285K | Buy |
2,424
+7
| +0.3% | +$823 | 0.03% | 153 |
|
|
2024
Q2 | $243K | Sell |
2,417
-50
| -2% | -$5.03K | 0.03% | 152 |
|
|
2024
Q1 | $254K | Buy |
+2,467
| New | +$254K | 0.03% | 158 |
|
|
2022
Q3 | – | Sell |
-2,402
| Closed | -$157K | – | 455 |
|
|
2022
Q2 | $157K | Buy |
2,402
+420
| +21% | +$27.5K | 0.02% | 198 |
|
|
2022
Q1 | $142K | Hold |
1,982
| – | – | 0.02% | 212 |
|
|
2021
Q4 | $137K | Hold |
1,982
| – | – | 0.02% | 219 |
|
|
2021
Q3 | $139K | Sell |
1,982
-565
| -22% | -$39.6K | 0.02% | 202 |
|
|
2021
Q2 | $158K | Hold |
2,547
| – | – | 0.02% | 193 |
|
|
2021
Q1 | $170K | Buy |
2,547
+1,626
| +177% | +$109K | 0.02% | 184 |
|
|
2020
Q4 | $45K | Buy |
+921
| New | +$45K | 0.01% | 300 |
|