Independent Advisor Alliance’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 | $1.56M | Buy |
12,283
+1,245
| +11% | +$158K | 0.04% | 330 |
|
|
2025
Q1 | $1.37M | Buy |
11,038
+70
| +0.6% | +$8.66K | 0.05% | 320 |
|
|
2024
Q4 | $1.2M | Buy |
10,968
+5,126
| +88% | +$561K | 0.02% | 670 |
|
|
2024
Q3 | $687K | Sell |
5,842
-98
| -2% | -$11.5K | 0.03% | 394 |
|
|
2024
Q2 | $597K | Buy |
5,940
+858
| +17% | +$86.3K | 0.02% | 421 |
|
|
2024
Q1 | $524K | Buy |
5,082
+67
| +1% | +$6.9K | 0.02% | 447 |
|
|
2023
Q4 | $403K | Sell |
5,015
-216
| -4% | -$17.4K | 0.01% | 479 |
|
|
2023
Q3 | $371K | Sell |
5,231
-466
| -8% | -$33K | 0.02% | 469 |
|
|
2023
Q2 | $410K | Buy |
5,697
+1,497
| +36% | +$108K | 0.02% | 464 |
|
|
2023
Q1 | $293K | Buy |
+4,200
| New | +$293K | 0.01% | 520 |
|
|
2022
Q4 | – | Sell |
-4,817
| Closed | -$298K | – | 510 |
|
|
2022
Q3 | $298K | Buy |
4,817
+863
| +22% | +$53.4K | 0.02% | 479 |
|
|
2022
Q2 | $259K | Sell |
3,954
-228
| -5% | -$14.9K | 0.01% | 518 |
|
|
2022
Q1 | $300K | Buy |
+4,182
| New | +$300K | 0.01% | 505 |
|
|
2021
Q4 | – | Sell |
-4,869
| Closed | -$342K | – | 693 |
|
|
2021
Q3 | $342K | Buy |
+4,869
| New | +$342K | 0.02% | 460 |
|