NewEdge 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 | $1.72M | Buy |
13,489
+935
| +7% | +$119K | 0.03% | 413 |
|
2025
Q1 | $1.55M | Buy |
12,554
+3,836
| +44% | +$475K | 0.03% | 400 |
|
2024
Q4 | $954K | Sell |
8,718
-973
| -10% | -$106K | 0.02% | 494 |
|
2024
Q3 | $1.14M | Buy |
9,691
+1,978
| +26% | +$233K | 0.02% | 448 |
|
2024
Q2 | $775K | Sell |
7,713
-269
| -3% | -$27K | 0.02% | 457 |
|
2024
Q1 | $778K | Buy |
7,982
+204
| +3% | +$19.9K | 0.02% | 468 |
|
2023
Q4 | $625K | Sell |
7,778
-141
| -2% | -$11.3K | 0.02% | 472 |
|
2023
Q3 | $562K | Buy |
7,919
+1,162
| +17% | +$82.4K | 0.02% | 447 |
|
2023
Q2 | $487K | Buy |
6,757
+930
| +16% | +$67K | 0.02% | 461 |
|
2023
Q1 | $406K | Buy |
+5,827
| New | +$406K | 0.02% | 448 |
|