Lido Advisors’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 | $960K | Buy |
7,537
+1,764
| +31% | +$225K | ﹤0.01% | 775 |
|
|
2025
Q1 | $717K | Buy |
5,773
+498
| +9% | +$61.9K | ﹤0.01% | 842 |
|
|
2024
Q4 | $580K | Buy |
5,275
+82
| +2% | +$9.01K | ﹤0.01% | 882 |
|
|
2024
Q3 | $611K | Sell |
5,193
-74,494
| -93% | -$8.76M | ﹤0.01% | 806 |
|
|
2024
Q2 | $8.05M | Buy |
79,687
+76,412
| +2,333% | +$7.72M | 0.04% | 202 |
|
|
2024
Q1 | $339K | Sell |
3,275
-7
| -0.2% | -$725 | ﹤0.01% | 942 |
|
|
2023
Q4 | $265K | Buy |
3,282
+229
| +8% | +$18.5K | ﹤0.01% | 981 |
|
|
2023
Q3 | $216K | Buy |
+3,053
| New | +$216K | ﹤0.01% | 942 |
|
|
2023
Q1 | – | Sell |
-2,967
| Closed | -$225K | – | 1014 |
|
|
2022
Q4 | $225K | Buy |
+2,967
| New | +$225K | ﹤0.01% | 779 |
|
|
2021
Q2 | – | Sell |
-5,013
| Closed | -$337K | – | 807 |
|
|
2021
Q1 | $337K | Sell |
5,013
-197
| -4% | -$13.2K | 0.01% | 542 |
|
|
2020
Q4 | $256K | Buy |
+5,210
| New | +$256K | 0.01% | 594 |
|
|
2018
Q1 | – | Sell |
-3,735
| Closed | -$210K | – | 399 |
|
|
2017
Q4 | $210K | Hold |
3,735
| – | – | 0.03% | 270 |
|
|
2017
Q3 | $205K | Buy |
+3,735
| New | +$205K | 0.03% | 256 |
|
|
2016
Q3 | – | Sell |
-8,609
| Closed | -$382K | – | 171 |
|
|
2016
Q2 | $382K | Buy |
+8,609
| New | +$382K | 0.12% | 83 |
|