Global Retirement Partners’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 | $200K | Buy |
+1,576
| New | +$200K | 0.01% | 1091 |
|
|
2024
Q4 | $196K | Buy |
1,788
+162
| +10% | +$17.7K | 0.01% | 959 |
|
|
2024
Q3 | $191K | Buy |
1,626
+16
| +1% | +$1.88K | 0.01% | 927 |
|
|
2024
Q2 | $162K | Buy |
1,610
+220
| +16% | +$22.1K | 0.01% | 980 |
|
|
2024
Q1 | $143K | Sell |
1,390
-30
| -2% | -$3.09K | 0.01% | 923 |
|
|
2023
Q4 | $117K | Sell |
1,420
-169
| -11% | -$13.9K | ﹤0.01% | 967 |
|
|
2023
Q3 | $112K | Buy |
1,589
+450
| +40% | +$31.6K | 0.01% | 888 |
|
|
2023
Q2 | $82K | Buy |
1,139
+39
| +4% | +$2.81K | ﹤0.01% | 1027 |
|
|
2023
Q1 | $76.3K | Buy |
1,100
+450
| +69% | +$31.2K | ﹤0.01% | 1036 |
|
|
2022
Q4 | $49.3K | Buy |
650
+365
| +128% | +$27.7K | ﹤0.01% | 1090 |
|
|
2022
Q3 | $21K | Sell |
285
-155
| -35% | -$11.4K | ﹤0.01% | 1366 |
|
|
2022
Q2 | $29K | Buy |
440
+8
| +2% | +$527 | ﹤0.01% | 1206 |
|
|
2022
Q1 | $30K | Buy |
+432
| New | +$30K | ﹤0.01% | 1194 |
|
|
2021
Q4 | – | Sell |
-265
| Closed | -$19K | – | 897 |
|
|
2021
Q3 | $19K | Buy |
265
+234
| +755% | +$16.8K | ﹤0.01% | 1217 |
|
|
2021
Q2 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 1727 |
|
|
2021
Q1 | – | Sell |
-180
| Closed | -$9K | – | 1809 |
|
|
2020
Q4 | $9K | Sell |
180
-1,757
| -91% | -$87.9K | ﹤0.01% | 1286 |
|
|
2020
Q3 | $71K | Hold |
1,937
| – | – | 0.01% | 562 |
|
|
2020
Q2 | $75K | Hold |
1,937
| – | – | 0.01% | 535 |
|
|
2020
Q1 | $68K | Hold |
1,937
| – | – | 0.01% | 502 |
|
|
2019
Q4 | $118K | Sell |
1,937
-26
| -1% | -$1.58K | 0.02% | 454 |
|
|
2019
Q3 | $119K | Hold |
1,963
| – | – | 0.02% | 444 |
|
|
2019
Q2 | $109K | Buy |
1,963
+1,814
| +1,217% | +$101K | 0.02% | 434 |
|
|
2019
Q1 | $7K | Buy |
149
+5
| +3% | +$235 | ﹤0.01% | 1146 |
|
|
2018
Q4 | $6K | Sell |
144
-178
| -55% | -$7.42K | ﹤0.01% | 1104 |
|
|
2018
Q3 | $16K | Sell |
322
-3
| -0.9% | -$149 | ﹤0.01% | 898 |
|
|
2018
Q2 | $17K | Buy |
325
+143
| +79% | +$7.48K | ﹤0.01% | 847 |
|
|
2018
Q1 | $9K | Hold |
182
| – | – | ﹤0.01% | 989 |
|
|
2017
Q4 | $10K | Sell |
182
-12
| -6% | -$659 | ﹤0.01% | 906 |
|
|
2017
Q3 | $11K | Sell |
194
-44
| -18% | -$2.5K | ﹤0.01% | 797 |
|
|
2017
Q2 | $13K | Hold |
238
| – | – | 0.01% | 707 |
|
|
2017
Q1 | $11K | Hold |
238
| – | – | 0.01% | 719 |
|
|
2016
Q4 | $11K | Buy |
+238
| New | +$11K | 0.01% | 663 |
|