Mark Sheptoff Financial Planning’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 | $1.01M | Hold |
7,960
| – | – | 0.54% | 33 |
|
|
2025
Q1 | $985K | Hold |
7,960
| – | – | 0.54% | 36 |
|
|
2024
Q4 | $871K | Hold |
7,960
| – | – | 0.47% | 41 |
|
|
2024
Q3 | $936K | Hold |
7,960
| – | – | 0.5% | 39 |
|
|
2024
Q2 | $800K | Hold |
7,960
| – | – | 0.45% | 45 |
|
|
2024
Q1 | $820K | Hold |
7,960
| – | – | 0.45% | 42 |
|
|
2023
Q4 | $640K | Hold |
7,960
| – | – | 0.39% | 44 |
|
|
2023
Q3 | $564K | Sell |
7,960
-200
| -2% | -$14.2K | 0.36% | 45 |
|
|
2023
Q2 | $588K | Hold |
8,160
| – | – | 0.34% | 49 |
|
|
2023
Q1 | $569K | Hold |
8,160
| – | – | 0.33% | 51 |
|
|
2022
Q4 | $619K | Hold |
8,160
| – | – | 0.36% | 48 |
|
|
2022
Q3 | $505K | Hold |
8,160
| – | – | 0.31% | 54 |
|
|
2022
Q2 | $534K | Sell |
8,160
-425
| -5% | -$27.8K | 0.31% | 58 |
|
|
2022
Q1 | $616K | Hold |
8,585
| – | – | 0.31% | 58 |
|
|
2021
Q4 | $593K | Hold |
8,585
| – | – | 0.28% | 59 |
|
|
2021
Q3 | $603K | Hold |
8,585
| – | – | 0.33% | 57 |
|
|
2021
Q2 | $532K | Hold |
8,585
| – | – | 0.29% | 62 |
|
|
2021
Q1 | $573K | Hold |
8,585
| – | – | 0.33% | 56 |
|
|
2020
Q4 | $420K | Sell |
8,585
-900
| -9% | -$44K | 0.24% | 65 |
|
|
2020
Q3 | $350K | Hold |
9,485
| – | – | 0.22% | 66 |
|
|
2020
Q2 | $366K | Sell |
9,485
-674
| -7% | -$26K | 0.24% | 64 |
|
|
2020
Q1 | $358K | Sell |
10,159
-900
| -8% | -$31.7K | 0.27% | 56 |
|
|
2019
Q4 | $672K | Sell |
11,059
-790
| -7% | -$48K | 0.42% | 46 |
|
|
2019
Q3 | $718K | Buy |
11,849
+100
| +0.9% | +$6.06K | 0.48% | 42 |
|
|
2019
Q2 | $655K | Sell |
11,749
-100
| -0.8% | -$5.58K | 0.45% | 43 |
|
|
2019
Q1 | $589K | Sell |
11,849
-1,460
| -11% | -$72.6K | 0.42% | 46 |
|
|
2018
Q4 | $592K | Sell |
13,309
-300
| -2% | -$13.3K | 0.49% | 42 |
|
|
2018
Q3 | $680K | Hold |
13,609
| – | – | 0.47% | 43 |
|
|
2018
Q2 | $696K | Hold |
13,609
| – | – | 0.51% | 44 |
|
|
2018
Q1 | $701K | Sell |
13,609
-400
| -3% | -$20.6K | 0.49% | 50 |
|
|
2017
Q4 | $788K | Sell |
14,009
-1,011
| -7% | -$56.9K | 0.51% | 53 |
|
|
2017
Q3 | $833K | Buy |
15,020
+1
| +0% | +$55 | 0.56% | 51 |
|
|
2017
Q2 | $790K | Hold |
15,019
| – | – | 0.54% | 50 |
|
|
2017
Q1 | $722K | Buy |
15,019
+1
| +0% | +$48 | 0.51% | 50 |
|
|
2016
Q4 | $716K | Hold |
15,018
| – | – | 0.53% | 51 |
|
|
2016
Q3 | $643K | Buy |
15,018
+1
| +0% | +$43 | 0.48% | 53 |
|
|
2016
Q2 | $666K | Sell |
15,017
-200
| -1% | -$8.87K | 0.5% | 51 |
|
|
2016
Q1 | $701K | Sell |
15,217
-5,899
| -28% | -$272K | 0.57% | 44 |
|
|
2015
Q4 | $918K | Sell |
21,116
-316
| -1% | -$13.7K | 0.74% | 35 |
|
|
2015
Q3 | $981K | Buy |
21,432
+67
| +0.3% | +$3.07K | 0.86% | 31 |
|
|
2015
Q2 | $888K | Sell |
21,365
-66
| -0.3% | -$2.74K | 0.72% | 42 |
|
|
2015
Q1 | $896K | Sell |
21,431
-249
| -1% | -$10.4K | 0.75% | 37 |
|
|
2014
Q4 | $904K | Hold |
21,680
| – | – | 0.8% | 37 |
|
|
2014
Q3 | $808K | Buy |
21,680
+1
| +0% | +$37 | 0.71% | 42 |
|
|
2014
Q2 | $776K | Sell |
21,679
-200
| -0.9% | -$7.16K | 0.66% | 46 |
|
|
2014
Q1 | $772K | Buy |
+21,879
| New | +$772K | 0.68% | 44 |
|