Karpas Strategies’s Hartford Financial Services HIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$503K Hold
5,000
0.16% 83
2024
Q1
$515K Hold
5,000
0.16% 80
2023
Q4
$402K Hold
5,000
0.13% 87
2023
Q3
$355K Hold
5,000
0.13% 90
2023
Q2
$360K Hold
5,000
0.12% 93
2023
Q1
$348K Hold
5,000
0.12% 93
2022
Q4
$379K Hold
5,000
0.13% 91
2022
Q3
$310K Hold
5,000
0.12% 94
2022
Q2
$327K Hold
5,000
0.11% 92
2022
Q1
$359K Hold
5,000
0.11% 95
2021
Q4
$345K Hold
5,000
0.11% 98
2021
Q3
$364K Hold
5,000
0.12% 91
2021
Q2
$310K Hold
5,000
0.11% 97
2021
Q1
$334K Hold
5,000
0.13% 92
2020
Q4
$245K Buy
+5,000
New +$245K 0.1% 114
2020
Q1
Sell
-5,000
Closed -$304K 119
2019
Q4
$304K Hold
5,000
0.11% 103
2019
Q3
$303K Hold
5,000
0.12% 98
2019
Q2
$279K Hold
5,000
0.12% 100
2019
Q1
$249K Hold
5,000
0.11% 105
2018
Q4
$222K Hold
5,000
0.1% 106
2018
Q3
$250K Hold
5,000
0.1% 105
2018
Q2
$256K Hold
5,000
0.11% 105
2018
Q1
$258K Hold
5,000
0.11% 104
2017
Q4
$281K Hold
5,000
0.12% 100
2017
Q3
$277K Hold
5,000
0.12% 101
2017
Q2
$263K Hold
5,000
0.12% 105
2017
Q1
$240K Hold
5,000
0.11% 104
2016
Q4
$238K Hold
5,000
0.11% 107
2016
Q3
$214K Hold
5,000
0.1% 114
2016
Q2
$222K Hold
5,000
0.11% 106
2016
Q1
$230K Hold
5,000
0.12% 101
2015
Q4
$217K Hold
5,000
0.11% 109
2015
Q3
$229K Hold
5,000
0.13% 107
2015
Q2
$208K Hold
5,000
0.1% 115
2015
Q1
$209K Hold
5,000
0.1% 112
2014
Q4
$208K Buy
+5,000
New +$208K 0.1% 116