Foster & Motley’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 | $12.9M | Sell |
101,941
-2,834
| -3% | -$360K | 0.75% | 28 |
|
|
2025
Q1 | $13M | Buy |
104,775
+698
| +0.7% | +$86.4K | 0.82% | 22 |
|
|
2024
Q4 | $11.4M | Sell |
104,077
-924
| -0.9% | -$101K | 0.74% | 26 |
|
|
2024
Q3 | $12.3M | Sell |
105,001
-2,629
| -2% | -$309K | 0.78% | 25 |
|
|
2024
Q2 | $10.8M | Buy |
107,630
+679
| +0.6% | +$68.3K | 0.74% | 28 |
|
|
2024
Q1 | $11M | Buy |
106,951
+2,261
| +2% | +$233K | 0.76% | 30 |
|
|
2023
Q4 | $8.42M | Buy |
104,690
+6,476
| +7% | +$521K | 0.63% | 37 |
|
|
2023
Q3 | $6.96M | Buy |
98,214
+3,162
| +3% | +$224K | 0.57% | 39 |
|
|
2023
Q2 | $6.85M | Buy |
95,052
+9,850
| +12% | +$709K | 0.53% | 41 |
|
|
2023
Q1 | $5.94M | Buy |
85,202
+10,976
| +15% | +$765K | 0.48% | 50 |
|
|
2022
Q4 | $5.63M | Buy |
74,226
+4,716
| +7% | +$358K | 0.48% | 52 |
|
|
2022
Q3 | $4.31M | Buy |
69,510
+12,644
| +22% | +$783K | 0.41% | 57 |
|
|
2022
Q2 | $3.72M | Buy |
56,866
+4,409
| +8% | +$289K | 0.33% | 74 |
|
|
2022
Q1 | $3.77M | Buy |
52,457
+5
| +0% | +$359 | 0.3% | 87 |
|
|
2021
Q4 | $3.62M | Sell |
52,452
-502
| -0.9% | -$34.7K | 0.28% | 93 |
|
|
2021
Q3 | $3.72M | Buy |
52,954
+564
| +1% | +$39.6K | 0.31% | 80 |
|
|
2021
Q2 | $3.25M | Sell |
52,390
-1,781
| -3% | -$110K | 0.27% | 96 |
|
|
2021
Q1 | $3.62M | Sell |
54,171
-811
| -1% | -$54.2K | 0.3% | 80 |
|
|
2020
Q4 | $2.69M | Buy |
54,982
+19,772
| +56% | +$968K | 0.26% | 104 |
|
|
2020
Q3 | $1.3M | Buy |
35,210
+7,148
| +25% | +$264K | 0.15% | 131 |
|
|
2020
Q2 | $1.08M | Buy |
+28,062
| New | +$1.08M | 0.14% | 139 |
|
|
2020
Q1 | – | Sell |
-3,624
| Closed | -$220K | – | 265 |
|
|
2019
Q4 | $220K | Buy |
3,624
+317
| +10% | +$19.2K | 0.03% | 245 |
|
|
2019
Q3 | $200K | Buy |
+3,307
| New | +$200K | 0.03% | 247 |
|