Legacy Capital Wealth Partners’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 | $704K | Buy |
5,545
+204
| +4% | +$25.9K | 0.16% | 131 |
|
|
2025
Q1 | $661K | Buy |
5,341
+180
| +3% | +$22.3K | 0.16% | 136 |
|
|
2024
Q4 | $565K | Buy |
5,161
+876
| +20% | +$95.8K | 0.14% | 151 |
|
|
2024
Q3 | $504K | Sell |
4,285
-2,863
| -40% | -$337K | 0.1% | 194 |
|
|
2024
Q2 | $719K | Buy |
+7,148
| New | +$719K | 0.18% | 108 |
|
|
2024
Q1 | – | Sell |
-8,710
| Closed | -$700K | – | 211 |
|
|
2023
Q4 | $700K | Buy |
8,710
+375
| +4% | +$30.1K | 0.2% | 109 |
|
|
2023
Q3 | $591K | Buy |
+8,335
| New | +$591K | 0.16% | 128 |
|
|
2023
Q2 | – | Sell |
-6,577
| Closed | -$458K | – | 124 |
|
|
2023
Q1 | $458K | Buy |
+6,577
| New | +$458K | 0.13% | 142 |
|