LVW 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 | $687K | Buy |
5,415
+537
| +11% | +$68.1K | 0.07% | 148 |
|
|
2025
Q1 | $604K | Buy |
4,878
+235
| +5% | +$29.1K | 0.07% | 153 |
|
|
2024
Q4 | $508K | Sell |
4,643
-25
| -0.5% | -$2.74K | 0.06% | 183 |
|
|
2024
Q3 | $549K | Buy |
4,668
+268
| +6% | +$31.5K | 0.07% | 179 |
|
|
2024
Q2 | $442K | Sell |
4,400
-596
| -12% | -$59.9K | 0.06% | 188 |
|
|
2024
Q1 | $515K | Buy |
4,996
+539
| +12% | +$55.5K | 0.09% | 166 |
|
|
2023
Q4 | $358K | Buy |
4,457
+1,599
| +56% | +$129K | 0.07% | 188 |
|
|
2023
Q3 | $203K | Buy |
+2,858
| New | +$203K | 0.04% | 211 |
|