FIA
Foundations Investment Advisors’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+1,686
| New | +$214K | ﹤0.01% | 867 |
|
|
2025
Q1 | – | Sell |
-3,777
| Closed | -$413K | – | 886 |
|
|
2024
Q4 | $413K | Sell |
3,777
-39
| -1% | -$4.27K | 0.01% | 578 |
|
|
2024
Q3 | $449K | Buy |
3,816
+20
| +0.5% | +$2.35K | 0.01% | 539 |
|
|
2024
Q2 | $382K | Buy |
3,796
+2
| +0.1% | +$201 | 0.01% | 554 |
|
|
2024
Q1 | $391K | Buy |
3,794
+16
| +0.4% | +$1.65K | 0.01% | 519 |
|
|
2023
Q4 | $329K | Buy |
3,778
+25
| +0.7% | +$2.18K | 0.01% | 527 |
|
|
2023
Q3 | $266K | Buy |
3,753
+19
| +0.5% | +$1.35K | 0.01% | 538 |
|
|
2023
Q2 | $269K | Buy |
3,734
+141
| +4% | +$10.2K | 0.01% | 489 |
|
|
2023
Q1 | $250K | Buy |
3,593
+10
| +0.3% | +$697 | 0.01% | 431 |
|
|
2022
Q4 | $272K | Buy |
3,583
+8
| +0.2% | +$607 | 0.01% | 357 |
|
|
2022
Q3 | $221K | Hold |
3,575
| – | – | 0.01% | 364 |
|
|
2022
Q2 | $234K | Hold |
3,575
| – | – | 0.01% | 344 |
|
|
2022
Q1 | $268K | Buy |
3,575
+622
| +21% | +$46.6K | 0.01% | 295 |
|
|
2021
Q4 | $214K | Hold |
2,953
| – | – | 0.01% | 325 |
|
|
2021
Q3 | $212K | Buy |
+2,953
| New | +$212K | 0.01% | 292 |
|