Kestra Private Wealth Services’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 | $635K | Buy |
5,003
+11
| +0.2% | +$1.4K | 0.01% | 928 |
|
|
2025
Q1 | $618K | Buy |
4,992
+749
| +18% | +$92.7K | 0.01% | 864 |
|
|
2024
Q4 | $464K | Buy |
4,243
+2,080
| +96% | +$228K | 0.01% | 947 |
|
|
2024
Q3 | $254K | Sell |
2,163
-379
| -15% | -$44.6K | ﹤0.01% | 1155 |
|
|
2024
Q2 | $256K | Buy |
2,542
+67
| +3% | +$6.74K | 0.01% | 1109 |
|
|
2024
Q1 | $255K | Buy |
+2,475
| New | +$255K | 0.01% | 1077 |
|