Lee Financial’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
Q1 | – | Sell |
-151
| Closed | -$12.2K | – | 450 |
|
|
2023
Q4 | $12.2K | Buy |
151
+68
| +82% | +$5.5K | ﹤0.01% | 395 |
|
|
2023
Q3 | $5.92K | Hold |
83
| – | – | ﹤0.01% | 490 |
|
|
2023
Q2 | $6.01K | Hold |
83
| – | – | ﹤0.01% | 480 |
|
|
2023
Q1 | $5.84K | Sell |
83
-58
| -41% | -$4.08K | ﹤0.01% | 504 |
|
|
2022
Q4 | $10.7K | Buy |
141
+40
| +40% | +$3.03K | ﹤0.01% | 452 |
|
|
2022
Q3 | $6K | Buy |
101
+14
| +16% | +$832 | ﹤0.01% | 507 |
|
|
2022
Q2 | $6K | Buy |
87
+24
| +38% | +$1.66K | ﹤0.01% | 528 |
|
|
2022
Q1 | $5K | Buy |
63
+27
| +75% | +$2.14K | ﹤0.01% | 508 |
|
|
2021
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 744 |
|
|
2021
Q3 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 550 |
|