HB Wealth Management’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 | $989K | Buy |
7,795
+207
| +3% | +$26.3K | 0.01% | 521 |
|
|
2025
Q1 | $939K | Buy |
7,588
+2,606
| +52% | +$322K | 0.01% | 550 |
|
|
2024
Q4 | $545K | Buy |
4,982
+621
| +14% | +$68K | 0.01% | 583 |
|
|
2024
Q3 | $513K | Buy |
4,361
+186
| +4% | +$21.9K | 0.01% | 572 |
|
|
2024
Q2 | $420K | Buy |
4,175
+1,060
| +34% | +$107K | ﹤0.01% | 587 |
|
|
2024
Q1 | $321K | Buy |
3,115
+21
| +0.7% | +$2.17K | ﹤0.01% | 632 |
|
|
2023
Q4 | $249K | Sell |
3,094
-218
| -7% | -$17.5K | ﹤0.01% | 674 |
|
|
2023
Q3 | $235K | Buy |
+3,312
| New | +$235K | ﹤0.01% | 654 |
|
|
2023
Q1 | – | Sell |
-2,724
| Closed | -$207K | – | 721 |
|
|
2022
Q4 | $207K | Buy |
+2,724
| New | +$207K | ﹤0.01% | 638 |
|