Frisch 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 | $565K | Buy |
4,435
+19
| +0.4% | +$2.42K | 0.14% | 83 |
|
|
2025
Q1 | $549K | Sell |
4,416
-459
| -9% | -$57.1K | 0.15% | 69 |
|
|
2024
Q4 | $536K | Buy |
4,875
+19
| +0.4% | +$2.09K | 0.16% | 66 |
|
|
2024
Q3 | $573K | Buy |
4,856
+23
| +0.5% | +$2.71K | 0.17% | 63 |
|
|
2024
Q2 | $486K | Buy |
4,833
+22
| +0.5% | +$2.21K | 0.15% | 68 |
|
|
2024
Q1 | $496K | Buy |
4,811
+27
| +0.6% | +$2.78K | 0.16% | 62 |
|
|
2023
Q4 | $385K | Hold |
4,784
| – | – | 0.15% | 77 |
|
|
2023
Q3 | $339K | Buy |
4,784
+28
| +0.6% | +$1.98K | 0.14% | 84 |
|
|
2023
Q2 | $343K | Buy |
+4,756
| New | +$343K | 0.16% | 79 |
|
|
2023
Q1 | – | Sell |
-4,701
| Closed | -$356K | – | 128 |
|
|
2022
Q4 | $356K | Buy |
4,701
+28
| +0.6% | +$2.12K | 0.13% | 89 |
|
|
2022
Q3 | $289K | Buy |
4,673
+27
| +0.6% | +$1.67K | 0.12% | 87 |
|
|
2022
Q2 | $304K | Buy |
4,646
+25
| +0.5% | +$1.64K | 0.12% | 87 |
|
|
2022
Q1 | $332K | Buy |
4,621
+11
| +0.2% | +$790 | 0.11% | 104 |
|
|
2021
Q4 | $318K | Buy |
+4,610
| New | +$318K | 0.1% | 117 |
|