Naviter Wealth’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 | $516K | Hold |
4,049
| – | – | 0.06% | 191 |
|
|
2025
Q1 | $497K | Buy |
4,049
+39
| +1% | +$4.79K | 0.06% | 203 |
|
|
2024
Q4 | $441K | Hold |
4,010
| – | – | 0.05% | 216 |
|
|
2024
Q3 | $474K | Buy |
4,010
+426
| +12% | +$50.3K | 0.07% | 190 |
|
|
2024
Q2 | $362K | Hold |
3,584
| – | – | 0.05% | 192 |
|
|
2024
Q1 | $371K | Sell |
3,584
-1,122
| -24% | -$116K | 0.06% | 194 |
|
|
2023
Q4 | $381K | Buy |
4,706
+1,118
| +31% | +$90.4K | 0.08% | 180 |
|
|
2023
Q3 | $256K | Sell |
3,588
-62
| -2% | -$4.42K | 0.06% | 182 |
|
|
2023
Q2 | $264K | Hold |
3,650
| – | – | 0.07% | 200 |
|
|
2023
Q1 | $256K | Sell |
3,650
-96
| -3% | -$6.73K | 0.09% | 171 |
|
|
2022
Q4 | $286K | Sell |
3,746
-1,914
| -34% | -$146K | 0.08% | 178 |
|
|
2022
Q3 | $353K | Buy |
5,660
+438
| +8% | +$27.3K | 0.14% | 151 |
|
|
2022
Q2 | $344K | Sell |
5,222
-59,000
| -92% | -$3.89M | 0.14% | 151 |
|
|
2022
Q1 | $4.64M | Sell |
64,222
-1,457
| -2% | -$105K | 1.55% | 14 |
|
|
2021
Q4 | $4.56M | Buy |
+65,679
| New | +$4.56M | 1.36% | 19 |
|