Corient Private Wealth’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 | $12.7M | Sell |
100,151
-891
| -0.9% | -$113K | 0.01% | 517 |
|
|
2025
Q1 | $12.5M | Buy |
101,042
+12,835
| +15% | +$1.59M | 0.02% | 469 |
|
|
2024
Q4 | $9.65M | Sell |
88,207
-3,306
| -4% | -$362K | 0.02% | 522 |
|
|
2024
Q3 | $10.8M | Buy |
91,513
+487
| +0.5% | +$57.3K | 0.02% | 522 |
|
|
2024
Q2 | $9.15M | Buy |
91,026
+10,327
| +13% | +$1.04M | 0.02% | 551 |
|
|
2024
Q1 | $8.32M | Buy |
80,699
+9,314
| +13% | +$960K | 0.01% | 573 |
|
|
2023
Q4 | $5.74M | Sell |
71,385
-14,660
| -17% | -$1.18M | 0.01% | 666 |
|
|
2023
Q3 | $6.1M | Buy |
86,045
+402
| +0.5% | +$28.5K | 0.01% | 596 |
|
|
2023
Q2 | $6.17M | Buy |
85,643
+4,123
| +5% | +$297K | 0.01% | 575 |
|
|
2023
Q1 | $5.68M | Buy |
81,520
+7,392
| +10% | +$515K | 0.02% | 553 |
|
|
2022
Q4 | $5.62M | Buy |
+74,128
| New | +$5.62M | 0.02% | 468 |
|