Naviter Wealth’s Hartford Financial Services HIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$516K Hold
2025
Q1
$497K Buy
2024
Q4
$441K Hold
2024
Q3
$474K Buy
2024
Q2
$362K Hold
2024
Q1
$371K Sell
2023
Q4
$381K Buy
2023
Q3
$256K Sell
2023
Q2
$264K Hold
2023
Q1
$256K Sell
2022
Q4
$286K Sell
2022
Q3
$353K Buy
2022
Q2
$344K Sell
2022
Q1
$4.63M Sell
2021
Q4
$4.56M Buy