Jones Financial Companies’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 | $8.51M | Buy |
64,309
+53,538
| +497% | +$7.31M | ﹤0.01% | 876 |
|
|
2025
Q4 | $1.48M | Sell |
10,771
-735
| -6% | -$97K | ﹤0.01% | 1078 |
|
|
2025
Q3 | $1.53M | Buy |
11,506
+3,115
| +37% | +$400K | ﹤0.01% | 960 |
|
|
2025
Q2 | $1.05M | Buy |
8,391
+3,071
| +58% | +$382K | ﹤0.01% | 994 |
|
|
2025
Q1 | $651K | Buy |
5,320
+942
| +22% | +$108K | ﹤0.01% | 1023 |
|
|
2024
Q4 | $479K | Buy |
4,378
+1,259
| +40% | +$146K | ﹤0.01% | 1020 |
|
|
2024
Q3 | $365K | Buy |
3,119
+1,132
| +57% | +$124K | ﹤0.01% | 936 |
|
|
2024
Q2 | $200K | Buy |
1,987
+1,465
| +281% | +$147K | ﹤0.01% | 837 |
|
|
2024
Q1 | $53.8K | Buy |
522
+47
| +10% | +$4.31K | ﹤0.01% | 718 |
|
|
2023
Q4 | $38.2K | Buy |
475
+60
| +14% | +$4.52K | ﹤0.01% | 509 |
|
|
2023
Q3 | $29.4K | Buy |
415
+40
| +11% | +$2.9K | ﹤0.01% | 401 |
|
|
2023
Q2 | $27K | Hold |
375
| – | – | ﹤0.01% | 402 |
|
|
2023
Q1 | $26.1K | Buy |
375
+205
| +121% | +$15.2K | ﹤0.01% | 396 |
|
|
2022
Q4 | $13K | Hold |
170
| – | – | ﹤0.01% | 456 |
|
|
2022
Q3 | $11K | Sell |
170
-86
| -34% | -$5.6K | ﹤0.01% | 413 |
|
|
2022
Q2 | $17K | Sell |
256
-356
| -58% | -$25K | ﹤0.01% | 424 |
|
|
2022
Q1 | $44K | Buy |
612
+70
| +13% | +$4.94K | ﹤0.01% | 361 |
|
|
2021
Q4 | $37K | Sell |
542
-48
| -8% | -$3.39K | ﹤0.01% | 398 |
|
|
2021
Q3 | $41K | Hold |
590
| – | – | ﹤0.01% | 343 |
|
|
2021
Q2 | $37K | Sell |
590
-64
| -10% | -$4.19K | ﹤0.01% | 338 |
|
|
2021
Q1 | $44K | Sell |
654
-7
| -1% | -$378 | ﹤0.01% | 365 |
|
|
2020
Q4 | $32K | Buy |
+661
| New | +$28.5K | ﹤0.01% | 325 |
|
|
2013
Q4 | – | Sell |
-508
| Closed | -$16K | – | 376 |
|
|
2013
Q3 | $16K | Hold |
508
| – | – | ﹤0.01% | 451 |
|
|
2013
Q2 | $16K | Buy |
+508
| New | +$14.7K | ﹤0.01% | 507 |
|
Other funds holding HIG
VCM
VPM
