Lifeworks 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 | $411K | Buy |
3,240
+97
| +3% | +$12.3K | 0.06% | 219 |
|
|
2025
Q1 | $389K | Buy |
3,143
+233
| +8% | +$28.8K | 0.06% | 215 |
|
|
2024
Q4 | $318K | Buy |
2,910
+493
| +20% | +$53.9K | 0.06% | 223 |
|
|
2024
Q3 | $284K | Buy |
2,417
+214
| +10% | +$25.2K | 0.06% | 235 |
|
|
2024
Q2 | $221K | Sell |
2,203
-221
| -9% | -$22.2K | 0.06% | 207 |
|
|
2024
Q1 | $250K | Buy |
+2,424
| New | +$250K | 0.07% | 203 |
|