Checchi Capital Advisers’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 | $300K | Sell |
2,363
-102
| -4% | -$12.9K | 0.02% | 452 |
|
2025
Q1 | $305K | Buy |
2,465
+12
| +0.5% | +$1.49K | 0.02% | 450 |
|
2024
Q4 | $268K | Buy |
2,453
+185
| +8% | +$20.2K | 0.02% | 460 |
|
2024
Q3 | $267K | Sell |
2,268
-47
| -2% | -$5.53K | 0.01% | 466 |
|
2024
Q2 | $233K | Sell |
2,315
-212
| -8% | -$21.3K | 0.01% | 495 |
|
2024
Q1 | $260K | Sell |
2,527
-40
| -2% | -$4.12K | 0.02% | 472 |
|
2023
Q4 | $206K | Buy |
+2,567
| New | +$206K | 0.02% | 523 |
|
2023
Q3 | – | Sell |
-2,880
| Closed | -$207K | – | 556 |
|
2023
Q2 | $207K | Buy |
+2,880
| New | +$207K | 0.02% | 533 |
|
2023
Q1 | – | Sell |
-2,661
| Closed | -$202K | – | 570 |
|
2022
Q4 | $202K | Buy |
+2,661
| New | +$202K | 0.02% | 514 |
|
2020
Q1 | – | Sell |
-3,804
| Closed | -$231K | – | 418 |
|
2019
Q4 | $231K | Sell |
3,804
-475
| -11% | -$28.8K | 0.03% | 365 |
|
2019
Q3 | $259K | Buy |
+4,279
| New | +$259K | 0.03% | 322 |
|
2016
Q3 | – | Sell |
-3,829
| Closed | -$170K | – | 745 |
|
2016
Q2 | $170K | Sell |
3,829
-258
| -6% | -$11.5K | 0.02% | 382 |
|
2016
Q1 | $188K | Buy |
+4,087
| New | +$188K | 0.04% | 355 |
|