EverSource Wealth Advisors’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Buy |
4,232
+1,357
| +47% | +$172K | 0.02% | 429 |
|
|
2025
Q1 | $356K | Buy |
2,875
+242
| +9% | +$29.9K | 0.02% | 467 |
|
|
2024
Q4 | $288K | Buy |
2,633
+182
| +7% | +$19.9K | 0.02% | 519 |
|
|
2024
Q3 | $288K | Buy |
2,451
+51
| +2% | +$6K | 0.02% | 458 |
|
|
2024
Q2 | $266K | Buy |
2,400
+1,927
| +407% | +$214K | 0.02% | 471 |
|
|
2024
Q1 | $45.8K | Buy |
473
+121
| +34% | +$11.7K | ﹤0.01% | 1019 |
|
|
2023
Q4 | $28.3K | Buy |
352
+109
| +45% | +$8.76K | ﹤0.01% | 1099 |
|
|
2023
Q3 | $17.2K | Buy |
243
+22
| +10% | +$1.56K | ﹤0.01% | 1180 |
|
|
2023
Q2 | $15.9K | Buy |
221
+47
| +27% | +$3.39K | ﹤0.01% | 1235 |
|
|
2023
Q1 | $12.1K | Sell |
174
-343
| -66% | -$23.9K | ﹤0.01% | 1271 |
|
|
2022
Q4 | $39.2K | Sell |
517
-116
| -18% | -$8.8K | 0.01% | 850 |
|
|
2022
Q3 | $39K | Buy |
633
+118
| +23% | +$7.27K | 0.01% | 698 |
|
|
2022
Q2 | $34K | Buy |
515
+13
| +3% | +$858 | 0.01% | 694 |
|
|
2022
Q1 | $36K | Hold |
502
| – | – | 0.01% | 525 |
|
|
2021
Q4 | $34K | Buy |
+502
| New | +$34K | 0.01% | 497 |
|