Integrated Wealth Concepts’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 | $1.08M | Buy |
8,529
+1,707
| +25% | +$217K | 0.01% | 877 |
|
|
2025
Q1 | $844K | Buy |
6,822
+149
| +2% | +$18.4K | 0.01% | 902 |
|
|
2024
Q4 | $730K | Sell |
6,673
-257
| -4% | -$28.1K | 0.01% | 961 |
|
|
2024
Q3 | $815K | Buy |
6,930
+213
| +3% | +$25.1K | 0.01% | 884 |
|
|
2024
Q2 | $675K | Buy |
6,717
+144
| +2% | +$14.5K | 0.01% | 925 |
|
|
2024
Q1 | $677K | Buy |
6,573
+203
| +3% | +$20.9K | 0.01% | 922 |
|
|
2023
Q4 | $512K | Buy |
6,370
+490
| +8% | +$39.4K | 0.01% | 993 |
|
|
2023
Q3 | $417K | Buy |
5,880
+187
| +3% | +$13.3K | 0.01% | 1058 |
|
|
2023
Q2 | $410K | Buy |
5,693
+1,022
| +22% | +$73.6K | 0.01% | 1084 |
|
|
2023
Q1 | $326K | Buy |
4,671
+739
| +19% | +$51.6K | 0.01% | 1020 |
|
|
2022
Q4 | $298K | Sell |
3,932
-159
| -4% | -$12.1K | 0.01% | 831 |
|
|
2022
Q3 | $253K | Sell |
4,091
-4,876
| -54% | -$302K | 0.01% | 794 |
|
|
2022
Q2 | $587K | Buy |
8,967
+4,997
| +126% | +$327K | 0.02% | 556 |
|
|
2022
Q1 | $285K | Buy |
3,970
+39
| +1% | +$2.8K | 0.01% | 763 |
|
|
2021
Q4 | $271K | Buy |
+3,931
| New | +$271K | 0.01% | 821 |
|