Heritage Wealth Advisors’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 | $2.66K | Hold |
21
| – | – | ﹤0.01% | 500 |
|
|
2025
Q1 | $2.6K | Sell |
21
-31
| -60% | -$3.84K | ﹤0.01% | 494 |
|
|
2024
Q4 | $5.69K | Buy |
52
+9
| +21% | +$985 | ﹤0.01% | 479 |
|
|
2024
Q3 | $5.06K | Buy |
+43
| New | +$5.06K | ﹤0.01% | 478 |
|
|
2023
Q4 | – | Sell |
-325
| Closed | -$23K | – | 577 |
|
|
2023
Q3 | $23K | Hold |
325
| – | – | ﹤0.01% | 366 |
|
|
2023
Q2 | $23.4K | Hold |
325
| – | – | ﹤0.01% | 387 |
|
|
2023
Q1 | $22.6K | Sell |
325
-217
| -40% | -$15.1K | ﹤0.01% | 393 |
|
|
2022
Q4 | $41.1K | Hold |
542
| – | – | ﹤0.01% | 348 |
|
|
2022
Q3 | $33.6K | Hold |
542
| – | – | ﹤0.01% | 334 |
|
|
2022
Q2 | $35K | Hold |
542
| – | – | ﹤0.01% | 360 |
|
|
2022
Q1 | $39K | Hold |
542
| – | – | ﹤0.01% | 339 |
|
|
2021
Q4 | $37K | Hold |
542
| – | – | ﹤0.01% | 353 |
|
|
2021
Q3 | $38.1K | Hold |
542
| – | – | ﹤0.01% | 342 |
|
|
2021
Q2 | $33.6K | Hold |
542
| – | – | ﹤0.01% | 359 |
|
|
2021
Q1 | $36.2K | Buy |
542
+40
| +8% | +$2.67K | ﹤0.01% | 362 |
|
|
2020
Q4 | $25K | Hold |
502
| – | – | ﹤0.01% | 388 |
|
|
2020
Q3 | $18.5K | Hold |
502
| – | – | ﹤0.01% | 358 |
|
|
2020
Q2 | $19.4K | Sell |
502
-85
| -14% | -$3.28K | ﹤0.01% | 336 |
|
|
2020
Q1 | $20.7K | Sell |
587
-26
| -4% | -$916 | ﹤0.01% | 321 |
|
|
2019
Q4 | $37.3K | Buy |
613
+26
| +4% | +$1.58K | ﹤0.01% | 324 |
|
|
2019
Q3 | $35K | Hold |
587
| – | – | 0.01% | 308 |
|
|
2019
Q2 | $32.7K | Hold |
587
| – | – | 0.01% | 294 |
|
|
2019
Q1 | $29.2K | Hold |
587
| – | – | ﹤0.01% | 269 |
|
|
2018
Q4 | $26K | Sell |
587
-158
| -21% | -$7K | 0.01% | 242 |
|
|
2018
Q3 | $37K | Buy |
+745
| New | +$37K | 0.01% | 220 |
|