CX Institutional’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 | $408K | Sell |
3,218
-1,091
| -25% | -$138K | 0.01% | 421 |
|
|
2025
Q1 | $533K | Sell |
4,309
-1,405
| -25% | -$174K | 0.02% | 347 |
|
|
2024
Q4 | $625K | Buy |
5,714
+131
| +2% | +$14.3K | 0.02% | 313 |
|
|
2024
Q3 | $657K | Buy |
5,583
+28
| +0.5% | +$3.29K | 0.03% | 338 |
|
|
2024
Q2 | $558K | Buy |
5,555
+2,537
| +84% | +$255K | 0.03% | 353 |
|
|
2024
Q1 | $311K | Buy |
3,018
+238
| +9% | +$24.5K | 0.02% | 446 |
|
|
2023
Q4 | $223K | Buy |
+2,780
| New | +$223K | 0.01% | 470 |
|
|
2022
Q3 | – | Sell |
-787
| Closed | -$51K | – | 758 |
|
|
2022
Q2 | $51K | Buy |
+787
| New | +$51K | ﹤0.01% | 669 |
|
|
2021
Q4 | – | Sell |
-817
| Closed | -$57K | – | 586 |
|
|
2021
Q3 | $57K | Buy |
817
+147
| +22% | +$10.3K | ﹤0.01% | 556 |
|
|
2021
Q2 | $42K | Sell |
670
-12
| -2% | -$752 | ﹤0.01% | 591 |
|
|
2021
Q1 | $45K | Buy |
682
+23
| +3% | +$1.52K | ﹤0.01% | 508 |
|
|
2020
Q4 | $33K | Buy |
659
+37
| +6% | +$1.85K | ﹤0.01% | 515 |
|
|
2020
Q3 | $23K | Sell |
622
-47,540
| -99% | -$1.76M | ﹤0.01% | 511 |
|
|
2020
Q2 | $1.9M | Buy |
48,162
+11,139
| +30% | +$440K | 0.25% | 106 |
|
|
2020
Q1 | $1.31M | Buy |
37,023
+36,916
| +34,501% | +$1.3M | 0.21% | 119 |
|
|
2019
Q4 | $7K | Hold |
107
| – | – | ﹤0.01% | 489 |
|
|
2019
Q3 | $6K | Buy |
107
+8
| +8% | +$449 | ﹤0.01% | 544 |
|
|
2019
Q2 | $6K | Buy |
99
+15
| +18% | +$909 | ﹤0.01% | 574 |
|
|
2019
Q1 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 589 |
|