EP Wealth Advisors’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
17,028
+417
| +3% | +$52.9K | 0.01% | 401 |
|
|
2025
Q1 | $2.06M | Sell |
16,611
-244
| -1% | -$30.2K | 0.02% | 365 |
|
|
2024
Q4 | $1.84M | Sell |
16,855
-489
| -3% | -$53.5K | 0.02% | 372 |
|
|
2024
Q3 | $2.04M | Buy |
17,344
+14,825
| +589% | +$1.74M | 0.02% | 356 |
|
|
2024
Q2 | $253K | Buy |
+2,519
| New | +$253K | ﹤0.01% | 699 |
|