Horan Securities’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 | $390K | Sell |
3,071
-129
| -4% | -$16.4K | 0.14% | 95 |
|
|
2025
Q1 | $396K | Hold |
3,200
| – | – | 0.15% | 85 |
|
|
2024
Q4 | $350K | Hold |
3,200
| – | – | 0.13% | 84 |
|
|
2024
Q3 | $376K | Hold |
3,200
| – | – | 0.15% | 81 |
|
|
2024
Q2 | $322K | Hold |
3,200
| – | – | 0.14% | 77 |
|
|
2024
Q1 | $330K | Sell |
3,200
-261
| -8% | -$26.9K | 0.16% | 72 |
|
|
2023
Q4 | $278K | Buy |
3,461
+414
| +14% | +$33.3K | 0.14% | 80 |
|
|
2023
Q3 | $216K | Hold |
3,047
| – | – | 0.12% | 96 |
|
|
2023
Q2 | $219K | Hold |
3,047
| – | – | 0.09% | 112 |
|
|
2023
Q1 | $212K | Hold |
3,047
| – | – | 0.11% | 98 |
|
|
2022
Q4 | $231K | Buy |
3,047
+63
| +2% | +$4.78K | 0.13% | 82 |
|
|
2022
Q3 | $185K | Hold |
2,984
| – | – | 0.11% | 92 |
|
|
2022
Q2 | $188K | Hold |
2,984
| – | – | 0.11% | 95 |
|
|
2022
Q1 | $214K | Hold |
2,984
| – | – | 0.13% | 75 |
|
|
2021
Q4 | $206K | Buy |
+2,984
| New | +$206K | 0.12% | 79 |
|
|
2021
Q2 | $185K | Hold |
2,984
| – | – | 0.13% | 70 |
|
|
2021
Q1 | $199K | Hold |
2,984
| – | – | 0.17% | 46 |
|
|
2020
Q4 | $146K | Buy |
+2,984
| New | +$146K | 0.12% | 61 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$4K | – | 361 |
|
|
2020
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 256 |
|