Moneta Group Investment 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 | $640K | Buy |
5,046
+16
| +0.3% | +$2.03K | 0.01% | 387 |
|
|
2025
Q1 | $622K | Buy |
5,030
+1,532
| +44% | +$190K | 0.01% | 367 |
|
|
2024
Q4 | $383K | Buy |
3,498
+77
| +2% | +$8.42K | 0.01% | 477 |
|
|
2024
Q3 | $402K | Buy |
3,421
+12
| +0.4% | +$1.41K | 0.01% | 454 |
|
|
2024
Q2 | $343K | Buy |
3,409
+170
| +5% | +$17.1K | 0.01% | 459 |
|
|
2024
Q1 | $334K | Buy |
+3,239
| New | +$334K | 0.01% | 453 |
|
|
2023
Q2 | – | Sell |
-3,128
| Closed | -$218K | – | 556 |
|
|
2023
Q1 | $218K | Buy |
3,128
+247
| +9% | +$17.2K | 0.01% | 481 |
|
|
2022
Q4 | $224K | Buy |
+2,881
| New | +$224K | 0.01% | 419 |
|
|
2022
Q2 | – | Sell |
-3,147
| Closed | -$226K | – | 483 |
|
|
2022
Q1 | $226K | Buy |
3,147
+33
| +1% | +$2.37K | 0.01% | 400 |
|
|
2021
Q4 | $215K | Buy |
3,114
+82
| +3% | +$5.66K | 0.01% | 442 |
|
|
2021
Q3 | $213K | Sell |
3,032
-12,266
| -80% | -$862K | 0.01% | 425 |
|
|
2021
Q2 | $948K | Buy |
15,298
+11
| +0.1% | +$682 | 0.04% | 203 |
|
|
2021
Q1 | $1.02M | Sell |
15,287
-5
| -0% | -$334 | 0.05% | 176 |
|
|
2020
Q4 | $749K | Sell |
15,292
-226
| -1% | -$11.1K | 0.05% | 164 |
|
|
2020
Q3 | $572K | Sell |
15,518
-72
| -0.5% | -$2.65K | 0.05% | 154 |
|
|
2020
Q2 | $601K | Sell |
15,590
-329
| -2% | -$12.7K | 0.06% | 143 |
|
|
2020
Q1 | $561K | Buy |
15,919
+385
| +2% | +$13.6K | 0.06% | 141 |
|
|
2019
Q4 | $944K | Buy |
15,534
+9
| +0.1% | +$547 | 0.08% | 121 |
|
|
2019
Q3 | $941K | Sell |
15,525
-196
| -1% | -$11.9K | 0.09% | 120 |
|
|
2019
Q2 | $876K | Sell |
15,721
-932
| -6% | -$51.9K | 0.09% | 122 |
|
|
2019
Q1 | $828K | Sell |
16,653
-197
| -1% | -$9.8K | 0.09% | 111 |
|
|
2018
Q4 | $749K | Sell |
16,850
-84
| -0.5% | -$3.73K | 0.09% | 109 |
|
|
2018
Q3 | $846K | Buy |
16,934
+89
| +0.5% | +$4.45K | 0.09% | 111 |
|
|
2018
Q2 | $861K | Hold |
16,845
| – | – | 0.1% | 126 |
|
|
2018
Q1 | $868K | Hold |
16,845
| – | – | 0.12% | 85 |
|
|
2017
Q4 | $948K | Hold |
16,845
| – | – | 0.14% | 74 |
|
|
2017
Q3 | $934K | Sell |
16,845
-85
| -0.5% | -$4.71K | 0.15% | 70 |
|
|
2017
Q2 | $890K | Sell |
16,930
-500
| -3% | -$26.3K | 0.14% | 89 |
|
|
2017
Q1 | $838K | Sell |
17,430
-687
| -4% | -$33K | 0.17% | 60 |
|
|
2016
Q4 | $863K | Hold |
18,117
| – | – | 0.18% | 57 |
|
|
2016
Q3 | $776K | Sell |
18,117
-360
| -2% | -$15.4K | 0.18% | 53 |
|
|
2016
Q2 | $820K | Hold |
18,477
| – | – | 0.18% | 79 |
|
|
2016
Q1 | $851K | Hold |
18,477
| – | – | 0.19% | 70 |
|
|
2015
Q4 | $803K | Sell |
18,477
-304
| -2% | -$13.2K | 0.2% | 52 |
|
|
2015
Q3 | $860K | Sell |
18,781
-750
| -4% | -$34.3K | 0.24% | 46 |
|
|
2015
Q2 | $812K | Buy |
19,531
+216
| +1% | +$8.98K | 0.25% | 50 |
|
|
2015
Q1 | $808K | Sell |
19,315
-15
| -0.1% | -$627 | 0.35% | 52 |
|
|
2014
Q4 | $806K | Hold |
19,330
| – | – | 0.39% | 41 |
|
|
2014
Q3 | $720K | Buy |
19,330
+55
| +0.3% | +$2.05K | 0.37% | 45 |
|
|
2014
Q2 | $690K | Hold |
19,275
| – | – | 0.37% | 47 |
|
|
2014
Q1 | $680K | Hold |
19,275
| – | – | 0.4% | 40 |
|
|
2013
Q4 | $698K | Sell |
19,275
-1,140
| -6% | -$41.3K | 0.42% | 40 |
|
|
2013
Q3 | $635K | Buy |
20,415
+1,100
| +6% | +$34.2K | 0.42% | 44 |
|
|
2013
Q2 | $597K | Buy |
+19,315
| New | +$597K | 0.42% | 48 |
|