Global Financial Private Client’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 | – | Sell |
-933
| Closed | -$116K | – | 807 |
|
|
2025
Q1 | $116K | Buy |
933
+27
| +3% | +$3.34K | 0.04% | 252 |
|
|
2024
Q4 | $99.2K | Buy |
906
+12
| +1% | +$1.31K | 0.04% | 265 |
|
|
2024
Q3 | $105K | Hold |
894
| – | – | 0.04% | 257 |
|
|
2024
Q2 | $89.9K | Hold |
894
| – | – | 0.04% | 249 |
|
|
2024
Q1 | $91.7K | Sell |
894
-8
| -0.9% | -$820 | 0.04% | 247 |
|
|
2023
Q4 | $72.5K | Hold |
902
| – | – | 0.03% | 268 |
|
|
2023
Q3 | $63.9K | Hold |
902
| – | – | 0.03% | 261 |
|
|
2023
Q2 | $65.3K | Hold |
902
| – | – | 0.03% | 265 |
|
|
2023
Q1 | $63.3K | Sell |
902
-62
| -6% | -$4.35K | 0.03% | 259 |
|
|
2022
Q4 | $73.1K | Sell |
964
-2
| -0.2% | -$152 | 0.04% | 231 |
|
|
2022
Q3 | $61.4K | Sell |
966
-5,058
| -84% | -$322K | 0.04% | 246 |
|
|
2022
Q2 | $399K | Buy |
6,024
+63
| +1% | +$4.17K | 0.23% | 93 |
|
|
2022
Q1 | $432K | Buy |
5,961
+27
| +0.5% | +$1.96K | 0.21% | 103 |
|
|
2021
Q4 | $410K | Buy |
5,934
+214
| +4% | +$14.8K | 0.2% | 101 |
|
|
2021
Q3 | $406K | Buy |
5,720
+86
| +2% | +$6.11K | 0.21% | 102 |
|
|
2021
Q2 | $353K | Buy |
5,634
+241
| +4% | +$15.1K | 0.2% | 103 |
|
|
2021
Q1 | $368K | Sell |
5,393
-24
| -0.4% | -$1.64K | 0.26% | 79 |
|
|
2020
Q4 | $265K | Sell |
5,417
-247
| -4% | -$12.1K | 0.21% | 85 |
|
|
2020
Q3 | $208K | Buy |
5,664
+341
| +6% | +$12.5K | 0.18% | 94 |
|
|
2020
Q2 | $201K | Buy |
5,323
+4,573
| +610% | +$172K | 0.17% | 105 |
|
|
2020
Q1 | $25.1K | Buy |
+750
| New | +$25.1K | 0.03% | 283 |
|