Heritage Wealth Advisors’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66K | Hold |
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|
2025
Q1 | $2.6K | Sell |
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|
2024
Q4 | $5.69K | Buy |
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|
2024
Q3 | $5.06K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $23K | Hold |
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|
2023
Q2 | $23.4K | Hold |
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|
2023
Q1 | $22.6K | Sell |
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|
2022
Q4 | $41.1K | Hold |
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|
2022
Q3 | $33.6K | Hold |
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|
2022
Q2 | $35K | Hold |
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|
2022
Q1 | $39K | Hold |
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|
2021
Q4 | $37K | Hold |
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|
2021
Q3 | $38.1K | Hold |
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|
2021
Q2 | $33.6K | Hold |
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|
2021
Q1 | $36.2K | Buy |
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|
2020
Q4 | $25K | Hold |
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|
2020
Q3 | $18.5K | Hold |
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|
2020
Q2 | $19.4K | Sell |
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|
2020
Q1 | $20.7K | Sell |
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|
2019
Q4 | $37.3K | Buy |
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|
2019
Q3 | $35K | Hold |
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|
2019
Q2 | $32.7K | Hold |
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|
2019
Q1 | $29.2K | Hold |
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|
2018
Q4 | $26K | Sell |
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|
2018
Q3 | $37K | Buy |
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