Fortem Financial Group’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 | $212K | Sell |
1,673
-124
| -7% | -$15.7K | 0.07% | 162 |
|
|
2025
Q1 | $222K | Sell |
1,797
-867
| -33% | -$107K | 0.09% | 172 |
|
|
2024
Q4 | $291K | Buy |
2,664
+2
| +0.1% | +$219 | 0.11% | 149 |
|
|
2024
Q3 | $313K | Sell |
2,662
-707
| -21% | -$83.2K | 0.13% | 145 |
|
|
2024
Q2 | $339K | Sell |
3,369
-173
| -5% | -$17.4K | 0.15% | 134 |
|
|
2024
Q1 | $365K | Sell |
3,542
-104
| -3% | -$10.7K | 0.16% | 132 |
|
|
2023
Q4 | $293K | Sell |
3,646
-794
| -18% | -$63.8K | 0.15% | 139 |
|
|
2023
Q3 | $315K | Sell |
4,440
-7,674
| -63% | -$544K | 0.18% | 126 |
|
|
2023
Q2 | $872K | Buy |
12,114
+1,974
| +19% | +$142K | 0.52% | 65 |
|
|
2023
Q1 | $707K | Buy |
10,140
+2,976
| +42% | +$207K | 0.46% | 79 |
|
|
2022
Q4 | $543K | Sell |
7,164
-95
| -1% | -$7.2K | 0.32% | 94 |
|
|
2022
Q3 | $450K | Buy |
7,259
+257
| +4% | +$15.9K | 0.31% | 97 |
|
|
2022
Q2 | $458K | Buy |
+7,002
| New | +$458K | 0.3% | 101 |
|
|
2021
Q1 | – | Sell |
-56
| Closed | -$3K | – | 280 |
|
|
2020
Q4 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 430 |
|