Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
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|
2025
Q1 | $11.6M | Buy |
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|
2024
Q4 | $8.93M | Buy |
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|
2024
Q3 | $9.3M | Buy |
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|
2024
Q2 | $7.73M | Buy |
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|
2024
Q1 | $7.23M | Buy |
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|
2023
Q4 | $4.91M | Buy |
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|
2023
Q3 | $4.21M | Sell |
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|
2023
Q2 | $4.31M | Buy |
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|
2023
Q1 | $2.71M | Sell |
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|
2022
Q4 | $3.14M | Buy |
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|
2022
Q3 | $2.29M | Sell |
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|
2022
Q2 | $2.52M | Buy |
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|
2022
Q1 | $2.64M | Buy |
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|
2021
Q4 | $2.46M | Sell |
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|
2021
Q3 | $2.52M | Buy |
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|
2021
Q2 | $2.05M | Sell |
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|
2021
Q1 | $2.39M | Sell |
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|
2020
Q4 | $1.82M | Sell |
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|
2020
Q3 | $1.57M | Sell |
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|
2020
Q2 | $1.67M | Sell |
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|
2020
Q1 | $1.59M | Buy |
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|
2019
Q4 | $2.67M | Buy |
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|
2019
Q3 | $2.65M | Sell |
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|
2019
Q2 | $2.47M | Sell |
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|
2019
Q1 | $2.24M | Buy |
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|
2018
Q4 | $1.88M | Sell |
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|
2018
Q3 | $2.14M | Sell |
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|
2018
Q2 | $2.27M | Sell |
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|
2018
Q1 | $2.54M | Sell |
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|
2017
Q4 | $2.81M | Buy |
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|
2017
Q3 | $2.73M | Buy |
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|
2017
Q2 | $2.58M | Buy |
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|
2017
Q1 | $1.76M | Sell |
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|
2016
Q4 | $1.78M | Sell |
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|
2016
Q3 | $1.79M | Buy |
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|
2016
Q2 | $1.55M | Buy |
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|
2016
Q1 | $1.38M | Sell |
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|
2015
Q4 | $1.38M | Buy |
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|
2015
Q3 | $1.44M | Buy |
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|
2015
Q2 | $1.26M | Buy |
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|
2015
Q1 | $1.2M | Sell |
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|
2014
Q4 | $1.23M | Buy |
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|
2014
Q3 | $1.02M | Buy |
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|
2014
Q2 | $917K | Sell |
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|
2014
Q1 | $921K | Buy |
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|
2013
Q4 | $719K | Buy |
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|
2013
Q3 | $428K | Buy |
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|
2013
Q2 | $390K | Buy |
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