Geneos Wealth 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 | $1.55M | Sell |
12,197
-5,529
| -31% | -$701K | 0.04% | 420 |
|
|
2025
Q1 | $2.19M | Buy |
17,726
+12,166
| +219% | +$1.51M | 0.03% | 467 |
|
|
2024
Q4 | $608K | Buy |
5,560
+44
| +0.8% | +$4.81K | 0.02% | 539 |
|
|
2024
Q3 | $649K | Buy |
5,516
+1,434
| +35% | +$169K | 0.02% | 497 |
|
|
2024
Q2 | $410K | Buy |
4,082
+92
| +2% | +$9.25K | 0.02% | 541 |
|
|
2024
Q1 | $411K | Buy |
3,990
+123
| +3% | +$12.7K | 0.02% | 538 |
|
|
2023
Q4 | $311K | Sell |
3,867
-814
| -17% | -$65.4K | 0.02% | 571 |
|
|
2023
Q3 | $332K | Buy |
4,681
+811
| +21% | +$57.5K | 0.02% | 553 |
|
|
2023
Q2 | $279K | Buy |
3,870
+3,248
| +522% | +$234K | 0.01% | 602 |
|
|
2023
Q1 | $43.3K | Hold |
622
| – | – | ﹤0.01% | 1122 |
|
|
2022
Q4 | $47.2K | Hold |
622
| – | – | ﹤0.01% | 1076 |
|
|
2022
Q3 | $38K | Sell |
622
-2,439
| -80% | -$149K | ﹤0.01% | 1112 |
|
|
2022
Q2 | $202K | Sell |
3,061
-92
| -3% | -$6.07K | 0.01% | 739 |
|
|
2022
Q1 | $226K | Buy |
3,153
+403
| +15% | +$28.9K | 0.01% | 756 |
|
|
2021
Q4 | $189K | Buy |
2,750
+152
| +6% | +$10.4K | 0.01% | 895 |
|
|
2021
Q3 | $184K | Hold |
2,598
| – | – | 0.01% | 891 |
|
|
2021
Q2 | $161K | Sell |
2,598
-1,678
| -39% | -$104K | 0.01% | 947 |
|
|
2021
Q1 | $282K | Hold |
4,276
| – | – | 0.01% | 832 |
|
|
2020
Q4 | $175K | Buy |
4,276
+1,664
| +64% | +$68.1K | 0.01% | 882 |
|
|
2020
Q3 | $93K | Sell |
2,612
-275
| -10% | -$9.79K | ﹤0.01% | 969 |
|
|
2020
Q2 | $108K | Hold |
2,887
| – | – | 0.01% | 888 |
|
|
2020
Q1 | $101K | Sell |
2,887
-230
| -7% | -$8.05K | 0.01% | 831 |
|
|
2019
Q4 | $188K | Buy |
3,117
+1,900
| +156% | +$115K | 0.01% | 715 |
|
|
2019
Q3 | $73K | Hold |
1,217
| – | – | ﹤0.01% | 1012 |
|
|
2019
Q2 | $67K | Hold |
1,217
| – | – | ﹤0.01% | 1059 |
|
|
2019
Q1 | $60K | Hold |
1,217
| – | – | ﹤0.01% | 1062 |
|
|
2018
Q4 | $53K | Sell |
1,217
-449
| -27% | -$19.6K | ﹤0.01% | 1067 |
|
|
2018
Q3 | $83K | Buy |
1,666
+700
| +72% | +$34.9K | 0.01% | 959 |
|
|
2018
Q2 | $49K | Sell |
966
-700
| -42% | -$35.5K | ﹤0.01% | 1051 |
|
|
2018
Q1 | $85K | Hold |
1,666
| – | – | 0.01% | 813 |
|
|
2017
Q4 | $93K | Hold |
1,666
| – | – | 0.01% | 768 |
|
|
2017
Q3 | $92K | Sell |
1,666
-290
| -15% | -$16K | 0.01% | 724 |
|
|
2017
Q2 | $102K | Sell |
1,956
-329
| -14% | -$17.2K | 0.01% | 673 |
|
|
2017
Q1 | $109K | Buy |
2,285
+634
| +38% | +$30.2K | 0.01% | 637 |
|
|
2016
Q4 | $78K | Hold |
1,651
| – | – | 0.01% | 681 |
|
|
2016
Q3 | $70K | Hold |
1,651
| – | – | 0.01% | 688 |
|
|
2016
Q2 | $73K | Hold |
1,651
| – | – | 0.01% | 682 |
|
|
2016
Q1 | $77K | Buy |
+1,651
| New | +$77K | 0.01% | 656 |
|