Creative Planning’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 | $11.2M | Sell |
88,116
-5,480
| -6% | -$695K | 0.01% | 487 |
|
|
2025
Q1 | $11.6M | Buy |
93,596
+12,011
| +15% | +$1.49M | 0.01% | 442 |
|
|
2024
Q4 | $8.93M | Buy |
81,585
+2,480
| +3% | +$271K | 0.01% | 483 |
|
|
2024
Q3 | $9.3M | Buy |
79,105
+2,237
| +3% | +$263K | 0.01% | 458 |
|
|
2024
Q2 | $7.73M | Buy |
76,868
+6,734
| +10% | +$677K | 0.01% | 487 |
|
|
2024
Q1 | $7.23M | Buy |
70,134
+9,034
| +15% | +$931K | 0.01% | 495 |
|
|
2023
Q4 | $4.91M | Buy |
61,100
+1,753
| +3% | +$141K | 0.01% | 571 |
|
|
2023
Q3 | $4.21M | Sell |
59,347
-483
| -0.8% | -$34.2K | 0.01% | 581 |
|
|
2023
Q2 | $4.31M | Buy |
59,830
+20,895
| +54% | +$1.5M | 0.01% | 562 |
|
|
2023
Q1 | $2.71M | Sell |
38,935
-2,433
| -6% | -$170K | ﹤0.01% | 679 |
|
|
2022
Q4 | $3.14M | Buy |
41,368
+4,450
| +12% | +$337K | ﹤0.01% | 599 |
|
|
2022
Q3 | $2.29M | Sell |
36,918
-1,605
| -4% | -$99.4K | ﹤0.01% | 658 |
|
|
2022
Q2 | $2.52M | Buy |
38,523
+1,703
| +5% | +$111K | ﹤0.01% | 638 |
|
|
2022
Q1 | $2.64M | Buy |
36,820
+1,265
| +4% | +$90.8K | ﹤0.01% | 636 |
|
|
2021
Q4 | $2.46M | Sell |
35,555
-260
| -0.7% | -$18K | ﹤0.01% | 627 |
|
|
2021
Q3 | $2.52M | Buy |
35,815
+2,740
| +8% | +$192K | ﹤0.01% | 617 |
|
|
2021
Q2 | $2.05M | Sell |
33,075
-2,669
| -7% | -$165K | ﹤0.01% | 675 |
|
|
2021
Q1 | $2.39M | Sell |
35,744
-1,405
| -4% | -$93.8K | ﹤0.01% | 644 |
|
|
2020
Q4 | $1.82M | Sell |
37,149
-5,476
| -13% | -$268K | ﹤0.01% | 703 |
|
|
2020
Q3 | $1.57M | Sell |
42,625
-607
| -1% | -$22.4K | ﹤0.01% | 642 |
|
|
2020
Q2 | $1.67M | Sell |
43,232
-1,807
| -4% | -$69.7K | ﹤0.01% | 551 |
|
|
2020
Q1 | $1.59M | Buy |
45,039
+1,123
| +3% | +$39.6K | 0.01% | 490 |
|
|
2019
Q4 | $2.67M | Buy |
43,916
+204
| +0.5% | +$12.4K | 0.01% | 425 |
|
|
2019
Q3 | $2.65M | Sell |
43,712
-614
| -1% | -$37.2K | 0.01% | 419 |
|
|
2019
Q2 | $2.47M | Sell |
44,326
-665
| -1% | -$37.1K | 0.01% | 440 |
|
|
2019
Q1 | $2.24M | Buy |
44,991
+2,692
| +6% | +$134K | 0.01% | 426 |
|
|
2018
Q4 | $1.88M | Sell |
42,299
-544
| -1% | -$24.2K | 0.01% | 435 |
|
|
2018
Q3 | $2.14M | Sell |
42,843
-1,541
| -3% | -$77K | 0.01% | 460 |
|
|
2018
Q2 | $2.27M | Sell |
44,384
-5,016
| -10% | -$256K | 0.01% | 430 |
|
|
2018
Q1 | $2.55M | Sell |
49,400
-553
| -1% | -$28.5K | 0.01% | 397 |
|
|
2017
Q4 | $2.81M | Buy |
49,953
+661
| +1% | +$37.2K | 0.01% | 371 |
|
|
2017
Q3 | $2.73M | Buy |
49,292
+139
| +0.3% | +$7.7K | 0.01% | 373 |
|
|
2017
Q2 | $2.58M | Buy |
49,153
+12,535
| +34% | +$659K | 0.01% | 360 |
|
|
2017
Q1 | $1.76M | Sell |
36,618
-756
| -2% | -$36.3K | 0.01% | 463 |
|
|
2016
Q4 | $1.78M | Sell |
37,374
-4,439
| -11% | -$212K | 0.01% | 435 |
|
|
2016
Q3 | $1.79M | Buy |
41,813
+6,839
| +20% | +$293K | 0.01% | 407 |
|
|
2016
Q2 | $1.55M | Buy |
34,974
+4,979
| +17% | +$221K | 0.01% | 399 |
|
|
2016
Q1 | $1.38M | Sell |
29,995
-1,652
| -5% | -$76.1K | 0.01% | 405 |
|
|
2015
Q4 | $1.38M | Buy |
31,647
+196
| +0.6% | +$8.52K | 0.01% | 412 |
|
|
2015
Q3 | $1.44M | Buy |
31,451
+1,122
| +4% | +$51.4K | 0.01% | 373 |
|
|
2015
Q2 | $1.26M | Buy |
30,329
+1,726
| +6% | +$71.8K | 0.01% | 405 |
|
|
2015
Q1 | $1.2M | Sell |
28,603
-858
| -3% | -$35.9K | 0.01% | 405 |
|
|
2014
Q4 | $1.23M | Buy |
29,461
+1,988
| +7% | +$82.9K | 0.01% | 387 |
|
|
2014
Q3 | $1.02M | Buy |
27,473
+1,856
| +7% | +$69.1K | 0.01% | 397 |
|
|
2014
Q2 | $917K | Sell |
25,617
-505
| -2% | -$18.1K | 0.01% | 416 |
|
|
2014
Q1 | $921K | Buy |
26,122
+6,287
| +32% | +$222K | 0.01% | 393 |
|
|
2013
Q4 | $719K | Buy |
19,835
+6,071
| +44% | +$220K | 0.01% | 403 |
|
|
2013
Q3 | $428K | Buy |
13,764
+1,150
| +9% | +$35.8K | 0.01% | 492 |
|
|
2013
Q2 | $390K | Buy |
+12,614
| New | +$390K | 0.01% | 473 |
|