Evercore Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
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|
2025
Q1 | $274K | Hold |
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|
2024
Q4 | $242K | Hold |
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|
2024
Q3 | $260K | Hold |
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|
2024
Q2 | $222K | Hold |
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|
2024
Q1 | $228K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $176K | Hold |
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|
2017
Q3 | $174K | Hold |
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|
2017
Q2 | $165K | Hold |
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|
2017
Q1 | $151K | Sell |
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|
2016
Q4 | $151K | Sell |
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|
2016
Q3 | $228K | Sell |
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|
2016
Q2 | $238K | Buy |
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|
2016
Q1 | $242K | Buy |
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|
2015
Q4 | $205K | Buy |
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|
2015
Q3 | $80K | Buy |
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|
2015
Q2 | $68K | Hold |
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|
2015
Q1 | $68K | Sell |
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|
2014
Q4 | $71K | Buy |
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|
2014
Q3 | $34K | Buy |
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|
2014
Q2 | $13K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2K | Buy |
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