LFA
Legacy Financial Advisors’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
1,708
+73
| +4% | +$9.26K | 0.03% | 323 |
|
|
2025
Q1 | $202K | Buy |
+1,635
| New | +$202K | 0.03% | 349 |
|
|
2024
Q4 | – | Sell |
-2,130
| Closed | -$251K | – | 357 |
|
|
2024
Q3 | $251K | Buy |
+2,130
| New | +$251K | 0.04% | 303 |
|
|
2024
Q2 | – | Sell |
-1,982
| Closed | -$204K | – | 345 |
|
|
2024
Q1 | $204K | Buy |
+1,982
| New | +$204K | 0.04% | 308 |
|
|
2019
Q2 | – | Sell |
-1,890
| Closed | -$94K | – | 444 |
|
|
2019
Q1 | $94K | Buy |
1,890
+323
| +21% | +$16.1K | 0.03% | 174 |
|
|
2018
Q4 | $70K | Buy |
1,567
+1,222
| +354% | +$54.6K | 0.03% | 187 |
|
|
2018
Q3 | $17K | Hold |
345
| – | – | 0.01% | 398 |
|
|
2018
Q2 | $18K | Buy |
345
+42
| +14% | +$2.19K | 0.01% | 400 |
|
|
2018
Q1 | $15K | Hold |
303
| – | – | 0.01% | 401 |
|
|
2017
Q4 | $17K | Buy |
+303
| New | +$17K | 0.01% | 391 |
|