Monte Financial Group’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 | $5.77M | Sell |
45,442
-515
| -1% | -$65.3K | 2.24% | 16 |
|
|
2025
Q1 | $5.41M | Sell |
45,957
-965
| -2% | -$114K | 2.37% | 18 |
|
|
2024
Q4 | $5.13M | Buy |
46,922
+1,614
| +4% | +$177K | 2.2% | 23 |
|
|
2024
Q3 | $5.33M | Sell |
45,308
-6,038
| -12% | -$710K | 2.21% | 25 |
|
|
2024
Q2 | $5.16M | Sell |
51,346
-6,795
| -12% | -$683K | 2.28% | 20 |
|
|
2024
Q1 | $5.99M | Sell |
58,141
-7,882
| -12% | -$812K | 2.62% | 11 |
|
|
2023
Q4 | $5.31M | Buy |
66,023
+94
| +0.1% | +$7.56K | 2.48% | 14 |
|
|
2023
Q3 | $4.68M | Sell |
65,929
-1,832
| -3% | -$130K | 2.37% | 19 |
|
|
2023
Q2 | $4.88M | Buy |
67,761
+255
| +0.4% | +$18.4K | 2.38% | 21 |
|
|
2023
Q1 | $4.7M | Buy |
67,506
+1,405
| +2% | +$97.9K | 2.49% | 20 |
|
|
2022
Q4 | $5.01M | Buy |
66,101
+516
| +0.8% | +$39.1K | 2.58% | 12 |
|
|
2022
Q3 | $4.06M | Buy |
65,585
+2,047
| +3% | +$127K | 2.49% | 19 |
|
|
2022
Q2 | $4.16M | Buy |
63,538
+1,420
| +2% | +$92.9K | 2.43% | 22 |
|
|
2022
Q1 | $4.46M | Sell |
62,118
-3,151
| -5% | -$226K | 2.37% | 22 |
|
|
2021
Q4 | $4.51M | Sell |
65,269
-11,144
| -15% | -$769K | 2.37% | 23 |
|
|
2021
Q3 | $5.37M | Sell |
76,413
-591
| -0.8% | -$41.5K | 3.08% | 8 |
|
|
2021
Q2 | $4.77M | Buy |
77,004
+1,962
| +3% | +$122K | 2.72% | 13 |
|
|
2021
Q1 | $5.01M | Buy |
75,042
+2,183
| +3% | +$146K | 3.07% | 8 |
|
|
2020
Q4 | $3.57M | Buy |
+72,859
| New | +$3.57M | 2.43% | 21 |
|