Clearstead Advisors’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 | $194K | Buy |
1,530
+372
| +32% | +$47.2K | ﹤0.01% | 899 |
|
|
2025
Q1 | $143K | Sell |
1,158
-1,753
| -60% | -$217K | ﹤0.01% | 899 |
|
|
2024
Q4 | $318K | Buy |
2,911
+881
| +43% | +$96.4K | ﹤0.01% | 703 |
|
|
2024
Q3 | $239K | Buy |
2,030
+320
| +19% | +$37.6K | ﹤0.01% | 790 |
|
|
2024
Q2 | $172K | Buy |
1,710
+931
| +120% | +$93.6K | ﹤0.01% | 863 |
|
|
2024
Q1 | $78.3K | Buy |
779
+35
| +5% | +$3.52K | ﹤0.01% | 656 |
|
|
2023
Q4 | $59.8K | Sell |
744
-784
| -51% | -$63K | ﹤0.01% | 697 |
|
|
2023
Q3 | $108K | Buy |
1,528
+808
| +112% | +$57.3K | ﹤0.01% | 705 |
|
|
2023
Q2 | $51.9K | Buy |
720
+300
| +71% | +$21.6K | ﹤0.01% | 724 |
|
|
2023
Q1 | $29.3K | Hold |
420
| – | – | ﹤0.01% | 777 |
|
|
2022
Q4 | $31.8K | Hold |
420
| – | – | ﹤0.01% | 708 |
|
|
2022
Q3 | $26K | Hold |
420
| – | – | ﹤0.01% | 725 |
|
|
2022
Q2 | $27K | Hold |
420
| – | – | ﹤0.01% | 733 |
|
|
2022
Q1 | $30K | Hold |
420
| – | – | ﹤0.01% | 777 |
|
|
2021
Q4 | $29K | Sell |
420
-63
| -13% | -$4.35K | ﹤0.01% | 740 |
|
|
2021
Q3 | $34K | Buy |
483
+31
| +7% | +$2.18K | ﹤0.01% | 673 |
|
|
2021
Q2 | $28K | Buy |
452
+32
| +8% | +$1.98K | ﹤0.01% | 646 |
|
|
2021
Q1 | $28K | Hold |
420
| – | – | ﹤0.01% | 619 |
|
|
2020
Q4 | $21K | Buy |
420
+376
| +855% | +$18.8K | ﹤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 | +$2K | ﹤0.01% | 724 |
|