Great Valley Advisor Group’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 |
-1,929
| Closed | -$238K | – | 920 |
|
|
2025
Q1 | $238K | Sell |
1,929
-318
| -14% | -$39.3K | 0.01% | 789 |
|
|
2024
Q4 | $246K | Sell |
2,247
-310
| -12% | -$34K | 0.01% | 751 |
|
|
2024
Q3 | $300K | Buy |
2,557
+182
| +8% | +$21.4K | 0.01% | 687 |
|
|
2024
Q2 | $238K | Sell |
2,375
-743
| -24% | -$74.6K | 0.01% | 703 |
|
|
2024
Q1 | $321K | Buy |
+3,118
| New | +$321K | 0.01% | 591 |
|
|
2023
Q3 | – | Sell |
-17,949
| Closed | -$1.29M | – | 700 |
|
|
2023
Q2 | $1.29M | Buy |
17,949
+38
| +0.2% | +$2.74K | 0.05% | 278 |
|
|
2023
Q1 | $1.25M | Hold |
17,911
| – | – | 0.06% | 277 |
|
|
2022
Q4 | $1.36M | Hold |
17,911
| – | – | 0.07% | 276 |
|
|
2022
Q3 | $1.11M | Buy |
17,911
+1
| +0% | +$62 | 0.06% | 287 |
|
|
2022
Q2 | $1.17M | Hold |
17,910
| – | – | 0.06% | 278 |
|
|
2022
Q1 | $1.29M | Buy |
17,910
+237
| +1% | +$17K | 0.08% | 244 |
|
|
2021
Q4 | $1.22M | Hold |
17,673
| – | – | 0.08% | 244 |
|
|
2021
Q3 | $1.24M | Buy |
17,673
+43
| +0.2% | +$3.02K | 0.09% | 222 |
|
|
2021
Q2 | $1.09M | Buy |
+17,630
| New | +$1.09M | 0.08% | 227 |
|