JFS Wealth Advisors’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 | $160K | Sell |
1,260
-3
| -0.2% | -$381 | 0.01% | 316 |
|
|
2025
Q1 | $156K | Buy |
1,263
+4
| +0.3% | +$495 | 0.01% | 328 |
|
|
2024
Q4 | $138K | Buy |
1,259
+352
| +39% | +$38.5K | 0.01% | 328 |
|
|
2024
Q3 | $107K | Sell |
907
-346
| -28% | -$40.7K | 0.01% | 356 |
|
|
2024
Q2 | $126K | Hold |
1,253
| – | – | 0.01% | 282 |
|
|
2024
Q1 | $129K | Hold |
1,253
| – | – | 0.01% | 288 |
|
|
2023
Q4 | $101K | Buy |
1,253
+14
| +1% | +$1.13K | 0.01% | 302 |
|
|
2023
Q3 | $87.9K | Buy |
1,239
+37
| +3% | +$2.62K | 0.01% | 292 |
|
|
2023
Q2 | $86.6K | Buy |
1,202
+8
| +0.7% | +$576 | 0.01% | 294 |
|
|
2023
Q1 | $83.2K | Sell |
1,194
-21
| -2% | -$1.46K | 0.01% | 302 |
|
|
2022
Q4 | $92.1K | Buy |
1,215
+25
| +2% | +$1.9K | 0.01% | 289 |
|
|
2022
Q3 | $74K | Sell |
1,190
-41
| -3% | -$2.55K | 0.01% | 315 |
|
|
2022
Q2 | $81K | Buy |
1,231
+29
| +2% | +$1.91K | 0.01% | 317 |
|
|
2022
Q1 | $86K | Buy |
1,202
+93
| +8% | +$6.65K | 0.01% | 321 |
|
|
2021
Q4 | $77K | Buy |
1,109
+64
| +6% | +$4.44K | 0.01% | 351 |
|
|
2021
Q3 | $73K | Buy |
1,045
+693
| +197% | +$48.4K | 0.01% | 364 |
|
|
2021
Q2 | $22K | Hold |
352
| – | – | ﹤0.01% | 353 |
|
|
2021
Q1 | $24K | Hold |
352
| – | – | ﹤0.01% | 319 |
|
|
2020
Q4 | $17K | Hold |
352
| – | – | ﹤0.01% | 352 |
|
|
2020
Q3 | $13K | Hold |
352
| – | – | ﹤0.01% | 367 |
|
|
2020
Q2 | $14K | Hold |
352
| – | – | ﹤0.01% | 346 |
|
|
2020
Q1 | $12K | Sell |
352
-20
| -5% | -$682 | ﹤0.01% | 335 |
|
|
2019
Q4 | $23K | Hold |
372
| – | – | 0.01% | 295 |
|
|
2019
Q3 | $23K | Buy |
372
+20
| +6% | +$1.24K | 0.01% | 286 |
|
|
2019
Q2 | $20K | Hold |
352
| – | – | 0.01% | 306 |
|
|
2019
Q1 | $18K | Hold |
352
| – | – | ﹤0.01% | 307 |
|
|
2018
Q4 | $16K | Hold |
352
| – | – | ﹤0.01% | 303 |
|
|
2018
Q3 | $18K | Hold |
352
| – | – | ﹤0.01% | 333 |
|
|
2018
Q2 | $18K | Hold |
352
| – | – | ﹤0.01% | 322 |
|
|
2018
Q1 | $18K | Hold |
352
| – | – | ﹤0.01% | 325 |
|
|
2017
Q4 | $20K | Hold |
352
| – | – | ﹤0.01% | 331 |
|
|
2017
Q3 | $20K | Hold |
352
| – | – | 0.01% | 320 |
|
|
2017
Q2 | $19K | Hold |
352
| – | – | 0.01% | 305 |
|
|
2017
Q1 | $17K | Hold |
352
| – | – | ﹤0.01% | 322 |
|
|
2016
Q4 | $17K | Hold |
352
| – | – | ﹤0.01% | 322 |
|
|
2016
Q3 | $15K | Hold |
352
| – | – | ﹤0.01% | 353 |
|
|
2016
Q2 | $16K | Sell |
352
-52
| -13% | -$2.36K | ﹤0.01% | 353 |
|
|
2016
Q1 | $19K | Buy |
404
+52
| +15% | +$2.45K | 0.01% | 325 |
|
|
2015
Q4 | $15K | Hold |
352
| – | – | ﹤0.01% | 357 |
|
|
2015
Q3 | $16K | Sell |
352
-5,997
| -94% | -$273K | 0.01% | 291 |
|
|
2015
Q2 | $264K | Buy |
6,349
+7
| +0.1% | +$291 | 0.14% | 76 |
|
|
2015
Q1 | $265K | Sell |
6,342
-109
| -2% | -$4.56K | 0.12% | 72 |
|
|
2014
Q4 | $269K | Sell |
6,451
-240
| -4% | -$10K | 0.04% | 71 |
|
|
2014
Q3 | $249K | Sell |
6,691
-1,195
| -15% | -$44.5K | 0.04% | 66 |
|
|
2014
Q2 | $282K | Sell |
7,886
-3,469
| -31% | -$124K | 0.05% | 64 |
|
|
2014
Q1 | $400K | Sell |
11,355
-2,964
| -21% | -$105K | 0.22% | 64 |
|
|
2013
Q4 | $519K | Buy |
14,319
+1,610
| +13% | +$58.4K | 0.23% | 72 |
|
|
2013
Q3 | $396K | Buy |
12,709
+1,157
| +10% | +$36.1K | 0.19% | 80 |
|
|
2013
Q2 | $357K | Buy |
+11,552
| New | +$357K | 0.18% | 78 |
|