Family 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
Q1 | – | Sell |
-17,960
| Closed | -$1.91M | – | 213 |
|
|
2024
Q4 | $1.91M | Sell |
17,960
-8,912
| -33% | -$946K | 0.31% | 67 |
|
|
2024
Q3 | $3.16M | Buy |
+26,872
| New | +$3.16M | 0.52% | 49 |
|
|
2016
Q4 | – | Sell |
-54,250
| Closed | -$2.32M | – | 74 |
|
|
2016
Q3 | $2.32M | Buy |
+54,250
| New | +$2.32M | 1.31% | 27 |
|
|
2015
Q1 | – | Sell |
-94,950
| Closed | -$3.96M | – | 86 |
|
|
2014
Q4 | $3.96M | Sell |
94,950
-52,875
| -36% | -$2.2M | 1.8% | 24 |
|
|
2014
Q3 | $5.51M | Sell |
147,825
-1,450
| -1% | -$54K | 2.51% | 13 |
|
|
2014
Q2 | $5.35M | Buy |
149,275
+30,650
| +26% | +$1.1M | 2.6% | 14 |
|
|
2014
Q1 | $4.18M | Buy |
118,625
+41,275
| +53% | +$1.46M | 2.18% | 21 |
|
|
2013
Q4 | $2.8M | Buy |
+77,350
| New | +$2.8M | 1.61% | 28 |
|