Lifestyle Asset Management’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 | $1.28M | Buy |
10,070
+37
| +0.4% | +$4.69K | 0.6% | 35 |
|
|
2025
Q1 | $1.24M | Sell |
10,033
-1,466
| -13% | -$181K | 0.68% | 27 |
|
|
2024
Q4 | $1.26M | Buy |
11,499
+98
| +0.9% | +$10.7K | 0.69% | 28 |
|
|
2024
Q3 | $1.34M | Buy |
11,401
+25
| +0.2% | +$2.94K | 0.74% | 22 |
|
|
2024
Q2 | $1.14M | Sell |
11,376
-1,424
| -11% | -$143K | 0.66% | 29 |
|
|
2024
Q1 | $1.32M | Sell |
12,800
-2,332
| -15% | -$240K | 0.78% | 25 |
|
|
2023
Q4 | $1.22M | Sell |
15,132
-83
| -0.5% | -$6.67K | 0.68% | 29 |
|
|
2023
Q3 | $1.08M | Buy |
15,215
+421
| +3% | +$29.9K | 0.65% | 30 |
|
|
2023
Q2 | $1.07M | Buy |
14,794
+86
| +0.6% | +$6.19K | 0.64% | 30 |
|
|
2023
Q1 | $1.03M | Buy |
14,708
+839
| +6% | +$58.5K | 0.69% | 32 |
|
|
2022
Q4 | $1.05M | Buy |
+13,869
| New | +$1.05M | 0.84% | 22 |
|