Moody Aldrich Partners’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 | – | Sell |
-13,465
| Closed | -$1.67M | – | 189 |
|
|
2025
Q1 | $1.67M | Sell |
13,465
-5,029
| -27% | -$622K | 0.35% | 100 |
|
|
2024
Q4 | $2.02M | Hold |
18,494
| – | – | 0.37% | 95 |
|
|
2024
Q3 | $2.18M | Hold |
18,494
| – | – | 0.4% | 97 |
|
|
2024
Q2 | $1.86M | Hold |
18,494
| – | – | 0.36% | 96 |
|
|
2024
Q1 | $1.91M | Sell |
18,494
-3,911
| -17% | -$403K | 0.32% | 98 |
|
|
2023
Q4 | $1.8M | Buy |
+22,405
| New | +$1.8M | 0.32% | 100 |
|