Dynasty Wealth Management’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 | – | Sell |
-5,842
| Closed | -$723K | – | 235 |
|
|
2025
Q1 | $723K | Buy |
5,842
+212
| +4% | +$26.2K | 0.01% | 175 |
|
|
2024
Q4 | $616K | Buy |
5,630
+34
| +0.6% | +$3.72K | 0.01% | 187 |
|
|
2024
Q3 | $658K | Sell |
5,596
-285
| -5% | -$33.5K | 0.02% | 165 |
|
|
2024
Q2 | $591K | Sell |
5,881
-357
| -6% | -$35.9K | 0.02% | 174 |
|
|
2024
Q1 | $643K | Buy |
+6,238
| New | +$643K | 0.02% | 163 |
|