GeoWealth 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 | $1.73M | Sell |
13,659
-725
| -5% | -$92K | 0.07% | 173 |
|
|
2025
Q1 | $1.78M | Sell |
14,384
-592
| -4% | -$73.2K | 0.07% | 159 |
|
|
2024
Q4 | $1.64M | Buy |
14,976
+4,135
| +38% | +$452K | 0.05% | 203 |
|
|
2024
Q3 | $1.28M | Buy |
10,841
+91
| +0.8% | +$10.7K | 0.05% | 253 |
|
|
2024
Q2 | $1.08M | Buy |
10,750
+466
| +5% | +$46.9K | 0.05% | 251 |
|
|
2024
Q1 | $1.06M | Buy |
10,284
+7,571
| +279% | +$780K | 0.04% | 282 |
|
|
2023
Q4 | $218K | Buy |
+2,713
| New | +$218K | 0.02% | 483 |
|