Mission Wealth 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 | $1.09M | Buy |
8,577
+11
| +0.1% | +$1.4K | 0.02% | 299 |
|
|
2025
Q1 | $1.06M | Buy |
8,566
+368
| +4% | +$45.5K | 0.03% | 278 |
|
|
2024
Q4 | $897K | Sell |
8,198
-580
| -7% | -$63.5K | 0.02% | 298 |
|
|
2024
Q3 | $1.03M | Sell |
8,778
-1,648
| -16% | -$194K | 0.03% | 279 |
|
|
2024
Q2 | $1.05M | Buy |
10,426
+270
| +3% | +$27.1K | 0.03% | 244 |
|
|
2024
Q1 | $1.05M | Buy |
10,156
+489
| +5% | +$50.4K | 0.03% | 270 |
|
|
2023
Q4 | $777K | Sell |
9,667
-626
| -6% | -$50.3K | 0.03% | 276 |
|
|
2023
Q3 | $730K | Sell |
10,293
-2
| -0% | -$142 | 0.03% | 266 |
|
|
2023
Q2 | $741K | Sell |
10,295
-22
| -0.2% | -$1.58K | 0.03% | 268 |
|
|
2023
Q1 | $719K | Buy |
10,317
+653
| +7% | +$45.5K | 0.03% | 267 |
|
|
2022
Q4 | $733K | Sell |
9,664
-99
| -1% | -$7.51K | 0.04% | 249 |
|
|
2022
Q3 | $605K | Sell |
9,763
-16
| -0.2% | -$991 | 0.03% | 254 |
|
|
2022
Q2 | $640K | Buy |
9,779
+6,099
| +166% | +$399K | 0.03% | 255 |
|
|
2022
Q1 | $264K | Sell |
3,680
-14
| -0.4% | -$1K | 0.01% | 433 |
|
|
2021
Q4 | $255K | Buy |
3,694
+607
| +20% | +$41.9K | 0.01% | 444 |
|
|
2021
Q3 | $217K | Buy |
+3,087
| New | +$217K | 0.01% | 453 |
|
|
2021
Q2 | – | Sell |
-3,069
| Closed | -$205K | – | 479 |
|
|
2021
Q1 | $205K | Buy |
+3,069
| New | +$205K | 0.01% | 426 |
|
|
2020
Q1 | – | Sell |
-12,814
| Closed | -$779K | – | 325 |
|
|
2019
Q4 | $779K | Buy |
+12,814
| New | +$779K | 0.07% | 133 |
|
|
2019
Q3 | – | Sell |
-3,877
| Closed | -$216K | – | 327 |
|
|
2019
Q2 | $216K | Buy |
+3,877
| New | +$216K | 0.02% | 294 |
|