CIBC Private Wealth Group’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Buy |
7,142
+495
| +7% | +$62.8K | ﹤0.01% | 685 |
|
|
2025
Q1 | $732K | Sell |
6,647
-567
| -8% | -$62.4K | ﹤0.01% | 719 |
|
|
2024
Q4 | $789K | Sell |
7,214
-742
| -9% | -$81.2K | ﹤0.01% | 750 |
|
|
2024
Q3 | $936K | Buy |
7,956
+1,281
| +19% | +$151K | ﹤0.01% | 698 |
|
|
2024
Q2 | $662K | Buy |
6,675
+1,232
| +23% | +$122K | ﹤0.01% | 743 |
|
|
2024
Q1 | $558K | Sell |
5,443
-370
| -6% | -$37.9K | ﹤0.01% | 809 |
|
|
2023
Q4 | $467K | Buy |
5,813
+337
| +6% | +$27.1K | ﹤0.01% | 817 |
|
|
2023
Q3 | $388K | Buy |
+5,476
| New | +$388K | ﹤0.01% | 815 |
|
|
2022
Q3 | – | Sell |
-407
| Closed | -$27K | – | 1026 |
|
|
2022
Q2 | $27K | Sell |
407
-284
| -41% | -$18.8K | ﹤0.01% | 995 |
|
|
2022
Q1 | $50K | Sell |
691
-5,610
| -89% | -$406K | ﹤0.01% | 1039 |
|
|
2021
Q4 | $435K | Buy |
+6,301
| New | +$435K | ﹤0.01% | 801 |
|
|
2021
Q3 | – | Sell |
-6,338
| Closed | -$393K | – | 972 |
|
|
2021
Q2 | $393K | Buy |
6,338
+113
| +2% | +$7.01K | ﹤0.01% | 847 |
|
|
2021
Q1 | $415K | Buy |
6,225
+375
| +6% | +$25K | ﹤0.01% | 840 |
|
|
2020
Q4 | $287K | Sell |
5,850
-9,654
| -62% | -$474K | ﹤0.01% | 876 |
|
|
2020
Q3 | $598K | Buy |
+15,504
| New | +$598K | ﹤0.01% | 656 |
|
|
2020
Q2 | – | Sell |
-15,661
| Closed | -$552K | – | 681 |
|
|
2020
Q1 | $552K | Buy |
+15,661
| New | +$552K | ﹤0.01% | 608 |
|
|
2018
Q3 | – | Sell |
-1,150
| Closed | -$59K | – | 1279 |
|
|
2018
Q2 | $59K | Sell |
1,150
-267
| -19% | -$13.7K | ﹤0.01% | 1135 |
|
|
2018
Q1 | $73K | Sell |
1,417
-24
| -2% | -$1.24K | ﹤0.01% | 1083 |
|
|
2017
Q4 | $81K | Buy |
+1,441
| New | +$81K | ﹤0.01% | 1071 |
|