Nicholas Hoffman & Company’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 | $825K | Sell |
6,501
-9
| -0.1% | -$1.14K | 0.02% | 156 |
|
2025
Q1 | $806K | Buy |
6,510
+630
| +11% | +$78K | 0.03% | 142 |
|
2024
Q4 | $643K | Hold |
5,880
| – | – | 0.03% | 164 |
|
2024
Q3 | $691K | Sell |
5,880
-4,103
| -41% | -$483K | 0.03% | 161 |
|
2024
Q2 | $1M | Buy |
9,983
+1
| +0% | +$101 | 0.05% | 122 |
|
2024
Q1 | $1.03M | Sell |
9,982
-4,058
| -29% | -$418K | 0.05% | 116 |
|
2023
Q4 | $1.13M | Sell |
14,040
-919
| -6% | -$73.9K | 0.07% | 108 |
|
2023
Q3 | $1.06M | Sell |
14,959
-63
| -0.4% | -$4.47K | 0.08% | 107 |
|
2023
Q2 | $1.08M | Sell |
15,022
-784
| -5% | -$56.5K | 0.04% | 108 |
|
2023
Q1 | $1.1M | Sell |
15,806
-188
| -1% | -$13.1K | 0.1% | 105 |
|
2022
Q4 | $1.21M | Sell |
15,994
-224
| -1% | -$17K | 0.13% | 101 |
|
2022
Q3 | $1.01M | Buy |
16,218
+497
| +3% | +$30.8K | 0.05% | 106 |
|
2022
Q2 | $1.03M | Sell |
15,721
-80
| -0.5% | -$5.24K | 0.05% | 105 |
|
2022
Q1 | $1.14M | Buy |
15,801
+1
| +0% | +$72 | 0.05% | 100 |
|
2021
Q4 | $1.09M | Sell |
15,800
-278
| -2% | -$19.2K | 0.04% | 101 |
|
2021
Q3 | $1.13M | Sell |
16,078
-5
| -0% | -$351 | 0.2% | 93 |
|
2021
Q2 | $997K | Sell |
16,083
-4,378
| -21% | -$271K | 0.18% | 107 |
|
2021
Q1 | $1.37M | Buy |
20,461
+1,257
| +7% | +$84K | 0.28% | 66 |
|
2020
Q4 | $941K | Sell |
19,204
-288
| -1% | -$14.1K | 0.22% | 89 |
|
2020
Q3 | $718K | Buy |
19,492
+2,689
| +16% | +$99.1K | 0.19% | 100 |
|
2020
Q2 | $648K | Buy |
16,803
+4,653
| +38% | +$179K | 0.19% | 104 |
|
2020
Q1 | $428K | Sell |
12,150
-1,508
| -11% | -$53.1K | 0.14% | 124 |
|
2019
Q4 | $830K | Sell |
13,658
-738
| -5% | -$44.8K | 0.23% | 97 |
|
2019
Q3 | $873K | Sell |
14,396
-1,650
| -10% | -$100K | 0.27% | 86 |
|
2019
Q2 | $894K | Sell |
16,046
-587
| -4% | -$32.7K | 0.28% | 83 |
|
2019
Q1 | $827K | Buy |
16,633
+1,420
| +9% | +$70.6K | 0.27% | 91 |
|
2018
Q4 | $676K | Buy |
+15,213
| New | +$676K | 0.23% | 91 |
|