Forum Financial 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
Q2 | $621K | Buy |
4,898
+140
| +3% | +$17.8K | 0.01% | 336 |
|
|
2025
Q1 | $589K | Hold |
4,758
| – | – | 0.01% | 319 |
|
|
2024
Q4 | $521K | Sell |
4,758
-709
| -13% | -$77.6K | 0.01% | 368 |
|
|
2024
Q3 | $643K | Sell |
5,467
-7
| -0.1% | -$823 | 0.01% | 262 |
|
|
2024
Q2 | $550K | Buy |
5,474
+18
| +0.3% | +$1.81K | 0.01% | 281 |
|
|
2024
Q1 | $562K | Buy |
5,456
+5
| +0.1% | +$515 | 0.01% | 293 |
|
|
2023
Q4 | $438K | Buy |
5,451
+659
| +14% | +$53K | 0.01% | 326 |
|
|
2023
Q3 | $340K | Hold |
4,792
| – | – | 0.01% | 387 |
|
|
2023
Q2 | $345K | Buy |
4,792
+51
| +1% | +$3.67K | 0.01% | 395 |
|
|
2023
Q1 | $330K | Sell |
4,741
-36
| -0.8% | -$2.51K | 0.01% | 372 |
|
|
2022
Q4 | $362K | Buy |
4,777
+73
| +2% | +$5.54K | 0.01% | 341 |
|
|
2022
Q3 | $291K | Hold |
4,704
| – | – | 0.01% | 358 |
|
|
2022
Q2 | $308K | Hold |
4,704
| – | – | 0.02% | 343 |
|
|
2022
Q1 | $337K | Hold |
4,704
| – | – | 0.02% | 346 |
|
|
2021
Q4 | $325K | Buy |
+4,704
| New | +$325K | 0.02% | 378 |
|