IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $969K | Buy |
7,167
+35
| +0.5% | +$4.78K | 0.02% | 711 |
|
|
2025
Q4 | $983K | Buy |
7,132
+5,458
| +326% | +$720K | 0.02% | 676 |
|
|
2025
Q3 | $223K | Buy |
1,674
+190
| +13% | +$24.4K | 0.01% | 1228 |
|
|
2025
Q2 | $258K | Sell |
1,484
-252
| -15% | -$31.3K | 0.01% | 1138 |
|
|
2025
Q1 | $215K | Sell |
1,736
-1,039
| -37% | -$119K | 0.01% | 1139 |
|
|
2024
Q4 | $304K | Buy |
2,775
+144
| +5% | +$16.7K | 0.01% | 937 |
|
|
2024
Q3 | $310K | Buy |
2,631
+1,808
| +220% | +$198K | 0.01% | 885 |
|
|
2024
Q2 | $82.8K | Sell |
823
-674
| -45% | -$67.6K | ﹤0.01% | 1443 |
|
|
2024
Q1 | $154K | Sell |
1,497
-13,519
| -90% | -$1.24M | 0.01% | 1122 |
|
|
2023
Q4 | $1.21M | Sell |
15,016
-1,646
| -10% | -$124K | 0.06% | 348 |
|
|
2023
Q3 | $1.18M | Buy |
16,662
+13,725
| +467% | +$996K | 0.05% | 352 |
|
|
2023
Q2 | $212K | Buy |
2,937
+92
| +3% | +$6.46K | 0.01% | 989 |
|
|
2023
Q1 | $149K | Sell |
2,845
-9,881
| -78% | -$734K | 0.01% | 1062 |
|
|
2022
Q4 | $680K | Buy |
12,726
+455
| +4% | +$32.8K | 0.02% | 765 |
|
|
2022
Q3 | $659K | Buy |
12,271
+524
| +4% | +$34.1K | 0.02% | 796 |
|
|
2022
Q2 | $632K | Hold |
11,747
| – | – | 0.02% | 737 |
|
|
2022
Q1 | $632K | Buy |
11,747
+10,037
| +587% | +$708K | 0.02% | 737 |
|
|
2021
Q4 | $120K | Buy |
1,710
+18
| +1% | +$1.27K | ﹤0.01% | 1186 |
|
|
2021
Q3 | $119K | Sell |
1,692
-271
| -14% | -$17.9K | ﹤0.01% | 1209 |
|
|
2021
Q2 | $122K | Buy |
1,963
+188
| +11% | +$12.3K | ﹤0.01% | 1147 |
|
|
2021
Q1 | $116K | Sell |
1,775
-141
| -7% | -$7.62K | ﹤0.01% | 1104 |
|
|
2020
Q4 | $93K | Buy |
1,916
+112
| +6% | +$4.83K | ﹤0.01% | 1167 |
|
|
2020
Q3 | $66K | Buy |
1,804
+1,075
| +147% | +$42.9K | ﹤0.01% | 1179 |
|
|
2020
Q2 | $28K | Buy |
729
+61
| +9% | +$2.33K | ﹤0.01% | 1449 |
|
|
2020
Q1 | $23K | Sell |
668
-20
| -3% | -$1.04K | ﹤0.01% | 1428 |
|
|
2019
Q4 | $42K | Sell |
688
-24
| -3% | -$1.44K | ﹤0.01% | 1327 |
|
|
2019
Q3 | $41K | Buy |
+712
| New | +$41.7K | ﹤0.01% | 1459 |
|
|
2019
Q1 | $30K | Sell |
622
-3,052
| -83% | -$145K | ﹤0.01% | 1177 |
|
|
2018
Q4 | $161K | Sell |
3,674
-830
| -18% | -$37.3K | 0.01% | 953 |
|
|
2018
Q3 | $225K | Buy |
4,504
+1,183
| +36% | +$60.8K | 0.01% | 1014 |
|
|
2018
Q2 | $170K | Sell |
3,321
-858
| -21% | -$44.9K | 0.01% | 1160 |
|
|
2018
Q1 | $235K | Hold |
4,179
| – | – | 0.01% | 917 |
|
|
2017
Q4 | $235K | Sell |
4,179
-1,263
| -23% | -$70.5K | 0.01% | 919 |
|
|
2017
Q3 | $302K | Sell |
5,442
-77
| -1% | -$4.19K | 0.01% | 919 |
|
|
2017
Q2 | $290K | Buy |
5,519
+452
| +9% | +$22.4K | 0.01% | 921 |
|
|
2017
Q1 | $244K | Sell |
5,067
-196
| -4% | -$9.49K | 0.01% | 1020 |
|
|
2016
Q4 | $251K | Sell |
5,263
-678
| -11% | -$31.1K | 0.01% | 940 |
|
|
2016
Q3 | $254K | Buy |
5,941
+79
| +1% | +$3.31K | 0.01% | 885 |
|
|
2016
Q2 | $260K | Buy |
5,862
+5,240
| +842% | +$234K | 0.01% | 843 |
|
|
2016
Q1 | $30K | Sell |
622
-3,563
| -85% | -$150K | ﹤0.01% | 1176 |
|
|
2015
Q4 | $182K | Buy |
+4,185
| New | +$192K | 0.01% | 869 |
|
Other funds holding HIG
VCM
VPM
