Concourse Financial Group Securities’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
Q1 | – | Sell |
-2,124
| Closed | -$237K | – | 3595 |
|
|
2024
Q4 | $237K | Sell |
2,124
-132
| -6% | -$14.7K | 0.01% | 670 |
|
|
2024
Q3 | $266K | Sell |
2,256
-38
| -2% | -$4.49K | 0.02% | 620 |
|
|
2024
Q2 | $232K | Sell |
2,294
-4,177
| -65% | -$422K | 0.01% | 653 |
|
|
2024
Q1 | $670K | Sell |
6,471
-3,577
| -36% | -$370K | 0.04% | 386 |
|
|
2023
Q4 | $813K | Sell |
10,048
-4,470
| -31% | -$362K | 0.06% | 335 |
|
|
2023
Q3 | $1.04M | Buy |
14,518
+462
| +3% | +$33K | 0.08% | 246 |
|
|
2023
Q2 | $1.02M | Buy |
14,056
+141
| +1% | +$10.2K | 0.08% | 261 |
|
|
2023
Q1 | $976K | Buy |
13,915
+469
| +3% | +$32.9K | 0.08% | 269 |
|
|
2022
Q4 | $1.03M | Buy |
13,446
+557
| +4% | +$42.5K | 0.08% | 249 |
|
|
2022
Q3 | $803K | Sell |
12,889
-237
| -2% | -$14.8K | 0.08% | 259 |
|
|
2022
Q2 | $864K | Sell |
13,126
-910
| -6% | -$59.9K | 0.07% | 272 |
|
|
2022
Q1 | $1.01M | Buy |
14,036
+377
| +3% | +$27.2K | 0.07% | 262 |
|
|
2021
Q4 | $948K | Buy |
13,659
+821
| +6% | +$57K | 0.05% | 339 |
|
|
2021
Q3 | $906K | Buy |
12,838
+1,136
| +10% | +$80.2K | 0.06% | 331 |
|
|
2021
Q2 | $729K | Buy |
11,702
+49
| +0.4% | +$3.05K | 0.05% | 377 |
|
|
2021
Q1 | $782K | Sell |
11,653
-500
| -4% | -$33.6K | 0.05% | 324 |
|
|
2020
Q4 | $599K | Buy |
12,153
+1,611
| +15% | +$79.4K | 0.05% | 351 |
|
|
2020
Q3 | $391K | Buy |
10,542
+9,827
| +1,374% | +$364K | 0.03% | 381 |
|
|
2020
Q2 | $28K | Hold |
715
| – | – | ﹤0.01% | 1170 |
|
|
2020
Q1 | $25K | Hold |
715
| – | – | ﹤0.01% | 1153 |
|
|
2019
Q4 | $44K | Buy |
715
+512
| +252% | +$31.5K | ﹤0.01% | 987 |
|
|
2019
Q3 | $12K | Sell |
203
-427
| -68% | -$25.2K | ﹤0.01% | 1093 |
|
|
2019
Q2 | $35K | Hold |
630
| – | – | ﹤0.01% | 1005 |
|
|
2019
Q1 | $31K | Sell |
630
-49
| -7% | -$2.41K | ﹤0.01% | 1067 |
|
|
2018
Q4 | $30K | Buy |
679
+314
| +86% | +$13.9K | ﹤0.01% | 987 |
|
|
2018
Q3 | $18K | Buy |
+365
| New | +$18K | 0.01% | 891 |
|