Hillsdale Investment 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 | $19K | Sell |
150
-5,300
| -97% | -$672K | ﹤0.01% | 499 |
|
|
2025
Q1 | $674K | Sell |
5,450
-1,200
| -18% | -$148K | 0.03% | 321 |
|
|
2024
Q4 | $728K | Buy |
6,650
+350
| +6% | +$38.3K | 0.04% | 308 |
|
|
2024
Q3 | $741K | Buy |
+6,300
| New | +$741K | 0.06% | 287 |
|
|
2024
Q2 | – | Sell |
-5,280
| Closed | -$544K | – | 629 |
|
|
2024
Q1 | $544K | Sell |
5,280
-600
| -10% | -$61.8K | 0.04% | 308 |
|
|
2023
Q4 | $473K | Hold |
5,880
| – | – | 0.04% | 318 |
|
|
2023
Q3 | $417K | Buy |
5,880
+700
| +14% | +$49.6K | 0.04% | 311 |
|
|
2023
Q2 | $373K | Hold |
5,180
| – | – | 0.03% | 302 |
|
|
2023
Q1 | $361K | Sell |
5,180
-1,700
| -25% | -$118K | 0.03% | 392 |
|
|
2022
Q4 | $522K | Sell |
6,880
-1,300
| -16% | -$98.6K | 0.04% | 324 |
|
|
2022
Q3 | $507K | Buy |
8,180
+2,000
| +32% | +$124K | 0.05% | 320 |
|
|
2022
Q2 | $404K | Buy |
+6,180
| New | +$404K | 0.03% | 379 |
|
|
2019
Q3 | – | Sell |
-170
| Closed | -$9K | – | 644 |
|
|
2019
Q2 | $9K | Hold |
170
| – | – | ﹤0.01% | 499 |
|
|
2019
Q1 | $8K | Buy |
+170
| New | +$8K | ﹤0.01% | 502 |
|
|
2018
Q4 | – | Sell |
-9,550
| Closed | -$477K | – | 609 |
|
|
2018
Q3 | $477K | Buy |
+9,550
| New | +$477K | 0.06% | 186 |
|
|
2017
Q4 | – | Sell |
-7,350
| Closed | -$407K | – | 502 |
|
|
2017
Q3 | $407K | Hold |
7,350
| – | – | 0.07% | 216 |
|
|
2017
Q2 | $386K | Buy |
+7,350
| New | +$386K | 0.08% | 201 |
|