GoalVest Advisory’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 | $10.8K | Sell |
85
-3
| -3% | -$381 | ﹤0.01% | 305 |
|
|
2025
Q1 | $10.9K | Buy |
88
+3
| +4% | +$371 | ﹤0.01% | 263 |
|
|
2024
Q4 | $9.3K | Hold |
85
| – | – | ﹤0.01% | 288 |
|
|
2024
Q3 | $10K | Hold |
85
| – | – | ﹤0.01% | 323 |
|
|
2024
Q2 | $8.55K | Sell |
85
-150
| -64% | -$15.1K | ﹤0.01% | 285 |
|
|
2024
Q1 | $24.2K | Sell |
235
-70
| -23% | -$7.21K | 0.01% | 252 |
|
|
2023
Q4 | $24.5K | Buy |
305
+251
| +465% | +$20.2K | 0.01% | 190 |
|
|
2023
Q3 | $3.83K | Buy |
+54
| New | +$3.83K | ﹤0.01% | 364 |
|
|
2022
Q4 | – | Sell |
-240
| Closed | -$15K | – | 255 |
|
|
2022
Q3 | $15K | Hold |
240
| – | – | 0.01% | 169 |
|
|
2022
Q2 | $16K | Sell |
240
-4
| -2% | -$267 | 0.01% | 235 |
|
|
2022
Q1 | $18K | Buy |
+244
| New | +$18K | 0.01% | 202 |
|