D.J. St. Germain’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 | $387K | Buy |
3,047
+1,346
| +79% | +$171K | 0.02% | 232 |
|
|
2025
Q1 | $210K | Sell |
1,701
-1,505
| -47% | -$186K | 0.01% | 271 |
|
|
2024
Q4 | $351K | Hold |
3,206
| – | – | 0.02% | 247 |
|
|
2024
Q3 | $377K | Hold |
3,206
| – | – | 0.02% | 226 |
|
|
2024
Q2 | $322K | Sell |
3,206
-100
| -3% | -$10.1K | 0.02% | 232 |
|
|
2024
Q1 | $341K | Sell |
3,306
-138
| -4% | -$14.2K | 0.02% | 229 |
|
|
2023
Q4 | $277K | Hold |
3,444
| – | – | 0.01% | 236 |
|
|
2023
Q3 | $244K | Hold |
3,444
| – | – | 0.01% | 233 |
|
|
2023
Q2 | $248K | Buy |
+3,444
| New | +$248K | 0.01% | 236 |
|
|
2022
Q4 | $53.8K | Buy |
+710
| New | +$53.8K | 0.02% | 155 |
|