CreativeOne 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
$1.4M Sell
11,009
-282
-2% -$35.8K 0.04% 439
2025
Q1
$1.4M Sell
11,291
-476
-4% -$58.9K 0.04% 389
2024
Q4
$1.29M Buy
11,767
+424
+4% +$46.4K 0.04% 397
2024
Q3
$1.33M Buy
11,343
+8,698
+329% +$1.02M 0.05% 354
2024
Q2
$266K Sell
2,645
-51
-2% -$5.13K 0.01% 650
2024
Q1
$278K Buy
+2,696
New +$278K 0.01% 742