Clearstead Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $206K | Sell |
1,525
-91
| -6% | -$12.4K | ﹤0.01% | 988 |
|
|
2025
Q4 | $223K | Buy |
1,616
+503
| +45% | +$66.4K | ﹤0.01% | 911 |
|
|
2025
Q3 | $148K | Sell |
1,113
-417
| -27% | -$53.5K | ﹤0.01% | 945 |
|
|
2025
Q2 | $194K | Buy |
1,530
+372
| +32% | +$46.2K | ﹤0.01% | 903 |
|
|
2025
Q1 | $143K | Sell |
1,158
-1,753
| -60% | -$201K | ﹤0.01% | 902 |
|
|
2024
Q4 | $318K | Buy |
2,911
+881
| +43% | +$102K | ﹤0.01% | 704 |
|
|
2024
Q3 | $239K | Buy |
2,030
+320
| +19% | +$35.1K | ﹤0.01% | 791 |
|
|
2024
Q2 | $172K | Buy |
1,710
+931
| +120% | +$93.4K | ﹤0.01% | 864 |
|
|
2024
Q1 | $78.3K | Buy |
779
+35
| +5% | +$3.21K | ﹤0.01% | 656 |
|
|
2023
Q4 | $59.8K | Sell |
744
-784
| -51% | -$59K | ﹤0.01% | 699 |
|
|
2023
Q3 | $108K | Buy |
1,528
+808
| +112% | +$58.6K | ﹤0.01% | 706 |
|
|
2023
Q2 | $51.9K | Buy |
720
+300
| +71% | +$21.1K | ﹤0.01% | 724 |
|
|
2023
Q1 | $29.3K | Hold |
420
| – | – | ﹤0.01% | 777 |
|
|
2022
Q4 | $31.8K | Hold |
420
| – | – | ﹤0.01% | 709 |
|
|
2022
Q3 | $26K | Hold |
420
| – | – | ﹤0.01% | 727 |
|
|
2022
Q2 | $27K | Hold |
420
| – | – | ﹤0.01% | 735 |
|
|
2022
Q1 | $30K | Hold |
420
| – | – | ﹤0.01% | 779 |
|
|
2021
Q4 | $29K | Sell |
420
-63
| -13% | -$4.45K | ﹤0.01% | 744 |
|
|
2021
Q3 | $34K | Buy |
483
+31
| +7% | +$2.05K | ﹤0.01% | 676 |
|
|
2021
Q2 | $28K | Buy |
452
+32
| +8% | +$2.1K | ﹤0.01% | 647 |
|
|
2021
Q1 | $28K | Hold |
420
| – | – | ﹤0.01% | 620 |
|
|
2020
Q4 | $21K | Buy |
420
+376
| +855% | +$16.2K | ﹤0.01% | 621 |
|
|
2020
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 817 |
|
|
2020
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 741 |
|
|
2020
Q1 | $2K | Buy |
+44
| New | +$2.29K | ﹤0.01% | 725 |
|
Other funds holding HIG
VCM
VPM
