D.A. Davidson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.78M | Buy |
20,590
+180
| +0.9% | +$24.6K | 0.02% | 581 |
|
|
2025
Q4 | $2.81M | Buy |
20,410
+153
| +0.8% | +$20.2K | 0.02% | 557 |
|
|
2025
Q3 | $2.7M | Buy |
20,257
+1,379
| +7% | +$177K | 0.02% | 551 |
|
|
2025
Q2 | $2.4M | Sell |
18,878
-928
| -5% | -$115K | 0.02% | 556 |
|
|
2025
Q1 | $2.45M | Buy |
19,806
+309
| +2% | +$35.4K | 0.02% | 517 |
|
|
2024
Q4 | $2.13M | Buy |
19,497
+250
| +1% | +$29K | 0.02% | 542 |
|
|
2024
Q3 | $2.26M | Buy |
19,247
+199
| +1% | +$21.8K | 0.02% | 517 |
|
|
2024
Q2 | $1.92M | Buy |
19,048
+420
| +2% | +$42.2K | 0.02% | 534 |
|
|
2024
Q1 | $1.92M | Sell |
18,628
-656
| -3% | -$60.1K | 0.02% | 543 |
|
|
2023
Q4 | $1.55M | Buy |
19,284
+378
| +2% | +$28.5K | 0.02% | 580 |
|
|
2023
Q3 | $1.34M | Sell |
18,906
-300
| -2% | -$21.8K | 0.01% | 590 |
|
|
2023
Q2 | $1.38M | Sell |
19,206
-674
| -3% | -$47.3K | 0.01% | 590 |
|
|
2023
Q1 | $1.39M | Buy |
19,880
+15,127
| +318% | +$1.12M | 0.02% | 561 |
|
|
2022
Q4 | $360K | Sell |
4,753
-487
| -9% | -$35.1K | ﹤0.01% | 970 |
|
|
2022
Q3 | $325K | Buy |
5,240
+937
| +22% | +$61K | ﹤0.01% | 974 |
|
|
2022
Q2 | $282K | Buy |
4,303
+351
| +9% | +$24.6K | ﹤0.01% | 1036 |
|
|
2022
Q1 | $284K | Buy |
3,952
+330
| +9% | +$23.3K | ﹤0.01% | 1095 |
|
|
2021
Q4 | $250K | Sell |
3,622
-225
| -6% | -$15.9K | ﹤0.01% | 1112 |
|
|
2021
Q3 | $270K | Sell |
3,847
-300
| -7% | -$19.8K | ﹤0.01% | 1053 |
|
|
2021
Q2 | $257K | Hold |
4,147
| – | – | ﹤0.01% | 1050 |
|
|
2021
Q1 | $277K | Buy |
+4,147
| New | +$224K | ﹤0.01% | 981 |
|
|
2020
Q1 | – | Sell |
-4,647
| Closed | -$282K | – | 1026 |
|
|
2019
Q4 | $282K | Sell |
4,647
-307
| -6% | -$18.4K | ﹤0.01% | 847 |
|
|
2019
Q3 | $300K | Hold |
4,954
| – | – | 0.01% | 782 |
|
|
2019
Q2 | $276K | Hold |
4,954
| – | – | 0.01% | 803 |
|
|
2019
Q1 | $246K | Hold |
4,954
| – | – | ﹤0.01% | 964 |
|
|
2018
Q4 | $220K | Buy |
4,954
+517
| +12% | +$23.3K | ﹤0.01% | 936 |
|
|
2018
Q3 | $222K | Sell |
4,437
-36
| -0.8% | -$1.85K | ﹤0.01% | 1039 |
|
|
2018
Q2 | $229K | Buy |
4,473
+36
| +0.8% | +$1.89K | ﹤0.01% | 981 |
|
|
2018
Q1 | $229K | Sell |
4,437
-1,440
| -25% | -$78.8K | ﹤0.01% | 950 |
|
|
2017
Q4 | $331K | Sell |
5,877
-986
| -14% | -$55K | 0.01% | 805 |
|
|
2017
Q3 | $380K | Buy |
6,863
+1,531
| +29% | +$83.3K | 0.01% | 756 |
|
|
2017
Q2 | $280K | Buy |
5,332
+1,754
| +49% | +$86.9K | 0.01% | 819 |
|
|
2017
Q1 | $171K | Sell |
3,578
-1,527
| -30% | -$73.9K | ﹤0.01% | 1008 |
|
|
2016
Q4 | $240K | Sell |
5,105
-3,100
| -38% | -$142K | 0.01% | 919 |
|
|
2016
Q3 | $349K | Buy |
8,205
+586
| +8% | +$24.5K | 0.01% | 748 |
|
|
2016
Q2 | $335K | Buy |
7,619
+24
| +0.3% | +$1.07K | 0.01% | 672 |
|
|
2016
Q1 | $348K | Buy |
7,595
+143
| +2% | +$6.01K | 0.01% | 626 |
|
|
2015
Q4 | $322K | Buy |
7,452
+2,383
| +47% | +$109K | 0.01% | 678 |
|
|
2015
Q3 | $231K | Sell |
5,069
-15
| -0.3% | -$693 | 0.01% | 777 |
|
|
2015
Q2 | $210K | Sell |
5,084
-110
| -2% | -$4.59K | 0.01% | 858 |
|
|
2015
Q1 | $215K | Sell |
5,194
-123
| -2% | -$5.04K | 0.01% | 834 |
|
|
2014
Q4 | $220K | Sell |
5,317
-1,724
| -24% | -$68.2K | 0.01% | 835 |
|
|
2014
Q3 | $261K | Buy |
7,041
+1,075
| +18% | +$38.9K | 0.01% | 784 |
|
|
2014
Q2 | $212K | Buy |
5,966
+2,570
| +76% | +$90.5K | 0.01% | 869 |
|
|
2014
Q1 | $117K | Sell |
3,396
-147
| -4% | -$5.11K | ﹤0.01% | 1058 |
|
|
2013
Q4 | $126K | Buy |
3,543
+1,818
| +105% | +$62.6K | ﹤0.01% | 992 |
|
|
2013
Q3 | $52K | Hold |
1,725
| – | – | ﹤0.01% | 1129 |
|
|
2013
Q2 | $52K | Buy |
+1,725
| New | +$49.8K | ﹤0.01% | 1088 |
|
Other funds holding HIG
VCM
VPM
