Charter Oak Capital Management’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $327K | Buy |
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|
2025
Q2 | $308K | Hold |
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|
2025
Q1 | $300K | Sell |
|
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|
2024
Q4 | $266K | Buy |
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|
2024
Q3 | $285K | Buy |
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|
2024
Q2 | $243K | Sell |
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|
2024
Q1 | $254K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $157K | Buy |
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|
2022
Q1 | $142K | Hold |
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|
2021
Q4 | $137K | Hold |
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|
2021
Q3 | $139K | Sell |
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|
2021
Q2 | $158K | Hold |
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|
2021
Q1 | $170K | Buy |
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|
2020
Q4 | $45K | Buy |
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