Greenleaf Trust’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 | $2.7M | Sell |
21,277
-1,375
| -6% | -$174K | 0.02% | 154 |
|
|
2025
Q1 | $2.8M | Buy |
22,652
+253
| +1% | +$31.3K | 0.03% | 154 |
|
|
2024
Q4 | $2.45M | Buy |
22,399
+47
| +0.2% | +$5.14K | 0.02% | 165 |
|
|
2024
Q3 | $2.63M | Buy |
22,352
+168
| +0.8% | +$19.8K | 0.02% | 155 |
|
|
2024
Q2 | $2.23M | Buy |
22,184
+171
| +0.8% | +$17.2K | 0.02% | 166 |
|
|
2024
Q1 | $2.27M | Buy |
22,013
+179
| +0.8% | +$18.4K | 0.02% | 164 |
|
|
2023
Q4 | $1.76M | Buy |
21,834
+2,724
| +14% | +$219K | 0.02% | 195 |
|
|
2023
Q3 | $1.36M | Buy |
19,110
+5,074
| +36% | +$360K | 0.02% | 217 |
|
|
2023
Q2 | $1.01M | Buy |
14,036
+5,845
| +71% | +$421K | 0.01% | 273 |
|
|
2023
Q1 | $571K | Buy |
8,191
+303
| +4% | +$21.1K | 0.01% | 407 |
|
|
2022
Q4 | $598K | Buy |
7,888
+499
| +7% | +$37.8K | 0.01% | 397 |
|
|
2022
Q3 | $458K | Sell |
7,389
-557
| -7% | -$34.5K | 0.01% | 425 |
|
|
2022
Q2 | $520K | Sell |
7,946
-30
| -0.4% | -$1.96K | 0.01% | 377 |
|
|
2022
Q1 | $573K | Buy |
7,976
+1,240
| +18% | +$89.1K | 0.01% | 380 |
|
|
2021
Q4 | $465K | Sell |
6,736
-48
| -0.7% | -$3.31K | 0.01% | 433 |
|
|
2021
Q3 | $477K | Buy |
6,784
+414
| +6% | +$29.1K | 0.01% | 405 |
|
|
2021
Q2 | $395K | Buy |
6,370
+229
| +4% | +$14.2K | ﹤0.01% | 472 |
|
|
2021
Q1 | $410K | Buy |
6,141
+813
| +15% | +$54.3K | 0.01% | 440 |
|
|
2020
Q4 | $261K | Buy |
+5,328
| New | +$261K | ﹤0.01% | 503 |
|
|
2020
Q1 | – | Sell |
-4,162
| Closed | -$253K | – | 532 |
|
|
2019
Q4 | $253K | Buy |
4,162
+111
| +3% | +$6.75K | ﹤0.01% | 453 |
|
|
2019
Q3 | $246K | Buy |
4,051
+105
| +3% | +$6.38K | ﹤0.01% | 460 |
|
|
2019
Q2 | $220K | Buy |
+3,946
| New | +$220K | ﹤0.01% | 484 |
|
|
2018
Q1 | – | Sell |
-865
| Closed | -$49K | – | 593 |
|
|
2017
Q4 | $49K | Sell |
865
-147
| -15% | -$8.33K | ﹤0.01% | 483 |
|
|
2017
Q3 | $56K | Buy |
+1,012
| New | +$56K | ﹤0.01% | 431 |
|