LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Hold |
1,220
| – | – | ﹤0.01% | 308 |
|
|
2025
Q1 | $145K | Buy |
1,220
+320
| +36% | +$38.1K | ﹤0.01% | 303 |
|
|
2024
Q4 | $103K | Sell |
900
-69
| -7% | -$7.9K | ﹤0.01% | 337 |
|
|
2024
Q3 | $117K | Sell |
969
-247
| -20% | -$29.8K | ﹤0.01% | 325 |
|
|
2024
Q2 | $125K | Hold |
1,216
| – | – | ﹤0.01% | 315 |
|
|
2024
Q1 | $121K | Hold |
1,216
| – | – | ﹤0.01% | 314 |
|
|
2023
Q4 | $106K | Hold |
1,216
| – | – | ﹤0.01% | 342 |
|
|
2023
Q3 | $89.5K | Sell |
1,216
-175
| -13% | -$12.9K | ﹤0.01% | 364 |
|
|
2023
Q2 | $100K | Buy |
1,391
+91
| +7% | +$6.55K | ﹤0.01% | 365 |
|
|
2023
Q1 | $90.6K | Hold |
1,300
| – | – | ﹤0.01% | 352 |
|
|
2022
Q4 | $98.6K | Hold |
1,300
| – | – | ﹤0.01% | 344 |
|
|
2022
Q3 | $81K | Hold |
1,300
| – | – | ﹤0.01% | 369 |
|
|
2022
Q2 | $85K | Hold |
1,300
| – | – | ﹤0.01% | 375 |
|
|
2022
Q1 | $93K | Hold |
1,300
| – | – | ﹤0.01% | 384 |
|
|
2021
Q4 | $90K | Hold |
1,300
| – | – | ﹤0.01% | 399 |
|
|
2021
Q3 | $91K | Buy |
1,300
+400
| +44% | +$28K | ﹤0.01% | 398 |
|
|
2021
Q2 | $56K | Buy |
+900
| New | +$56K | ﹤0.01% | 463 |
|
|
2021
Q1 | – | Sell |
-900
| Closed | -$44K | – | 479 |
|
|
2020
Q4 | $44K | Buy |
+900
| New | +$44K | ﹤0.01% | 441 |
|
|
2017
Q4 | – | Sell |
-1,562
| Closed | -$87K | – | 793 |
|
|
2017
Q3 | $87K | Buy |
1,562
+18
| +1% | +$1K | ﹤0.01% | 373 |
|
|
2017
Q2 | $85K | Hold |
1,544
| – | – | ﹤0.01% | 374 |
|
|
2017
Q1 | $74K | Hold |
1,544
| – | – | ﹤0.01% | 383 |
|
|
2016
Q4 | $74K | Hold |
1,544
| – | – | ﹤0.01% | 361 |
|
|
2016
Q3 | $66K | Hold |
1,544
| – | – | ﹤0.01% | 380 |
|
|
2016
Q2 | $69K | Hold |
1,544
| – | – | ﹤0.01% | 363 |
|
|
2016
Q1 | $71K | Hold |
1,544
| – | – | ﹤0.01% | 351 |
|
|
2015
Q4 | $67K | Hold |
1,544
| – | – | ﹤0.01% | 381 |
|
|
2015
Q3 | $64K | Hold |
1,544
| – | – | ﹤0.01% | 397 |
|
|
2015
Q2 | $64K | Hold |
1,544
| – | – | ﹤0.01% | 397 |
|
|
2015
Q1 | $65K | Hold |
1,544
| – | – | ﹤0.01% | 407 |
|
|
2014
Q4 | $64K | Hold |
1,544
| – | – | ﹤0.01% | 403 |
|
|
2014
Q3 | $58K | Hold |
1,544
| – | – | ﹤0.01% | 395 |
|
|
2014
Q2 | $55K | Hold |
1,544
| – | – | ﹤0.01% | 428 |
|
|
2014
Q1 | $54K | Hold |
1,544
| – | – | ﹤0.01% | 408 |
|
|
2013
Q4 | $56K | Hold |
1,544
| – | – | ﹤0.01% | 384 |
|
|
2013
Q3 | $48K | Hold |
1,544
| – | – | ﹤0.01% | 375 |
|
|
2013
Q2 | $48K | Buy |
+1,544
| New | +$48K | ﹤0.01% | 390 |
|