Next 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $890K | Buy |
12,894
+3,986
| +45% | +$275K | 0.06% | 342 |
|
|
2021
Q3 | $625K | Buy |
8,908
+5,219
| +141% | +$366K | 0.05% | 384 |
|
|
2021
Q2 | $229K | Buy |
3,689
+3,189
| +638% | +$198K | 0.02% | 777 |
|
|
2021
Q1 | $33K | Hold |
500
| – | – | ﹤0.01% | 1452 |
|
|
2020
Q4 | $24K | Hold |
500
| – | – | ﹤0.01% | 1478 |
|
|
2020
Q3 | $18K | Buy |
+500
| New | +$18K | ﹤0.01% | 1447 |
|
|
2020
Q2 | – | Sell |
-500
| Closed | -$18K | – | 1142 |
|
|
2020
Q1 | $18K | Sell |
500
-500
| -50% | -$18K | ﹤0.01% | 1307 |
|
|
2019
Q4 | $61K | Sell |
1,000
-23
| -2% | -$1.4K | 0.01% | 1112 |
|
|
2019
Q3 | $62K | Sell |
1,023
-10
| -1% | -$606 | 0.01% | 1082 |
|
|
2019
Q2 | $58K | Sell |
1,033
-3,962
| -79% | -$222K | 0.01% | 1119 |
|
|
2019
Q1 | $248K | Buy |
4,995
+3,972
| +388% | +$197K | 0.06% | 309 |
|
|
2018
Q4 | $45K | Sell |
1,023
-827
| -45% | -$36.4K | 0.01% | 835 |
|
|
2018
Q3 | $92K | Buy |
+1,850
| New | +$92K | 0.04% | 375 |
|
|
2017
Q4 | – | Sell |
-2,115
| Closed | -$118K | – | 735 |
|
|
2017
Q3 | $118K | Sell |
2,115
-1,460
| -41% | -$81.5K | 0.03% | 440 |
|
|
2017
Q2 | $188K | Hold |
3,575
| – | – | 0.05% | 372 |
|
|
2017
Q1 | $173K | Buy |
3,575
+1,065
| +42% | +$51.5K | 0.05% | 345 |
|
|
2016
Q4 | $120K | Buy |
2,510
+1,001
| +66% | +$47.9K | 0.02% | 624 |
|
|
2016
Q3 | $65K | Buy |
1,509
+226
| +18% | +$9.74K | 0.01% | 830 |
|
|
2016
Q2 | $56K | Hold |
1,283
| – | – | 0.02% | 623 |
|
|
2016
Q1 | $59K | Sell |
1,283
-1,367
| -52% | -$62.9K | 0.02% | 570 |
|
|
2015
Q4 | $115K | Hold |
2,650
| – | – | 0.04% | 381 |
|
|
2015
Q3 | $121K | Sell |
2,650
-1,500
| -36% | -$68.5K | 0.04% | 380 |
|
|
2015
Q2 | $172K | Sell |
4,150
-386
| -9% | -$16K | 0.06% | 336 |
|
|
2015
Q1 | $189K | Buy |
4,536
+84
| +2% | +$3.5K | 0.06% | 323 |
|
|
2014
Q4 | $186K | Sell |
4,452
-750
| -14% | -$31.3K | 0.06% | 315 |
|
|
2014
Q3 | $194K | Buy |
5,202
+1,432
| +38% | +$53.4K | 0.04% | 463 |
|
|
2014
Q2 | $128K | Buy |
+3,770
| New | +$128K | 0.07% | 206 |
|