Oak Thistle LLC’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 | $4.37M | Buy |
+34,409
| New | +$4.37M | 0.64% | 15 |
|
|
2025
Q1 | – | Sell |
-6,528
| Closed | -$714K | – | 487 |
|
|
2024
Q4 | $714K | Buy |
6,528
+3,628
| +125% | +$397K | 0.21% | 184 |
|
|
2024
Q3 | $341K | Sell |
2,900
-281
| -9% | -$33K | 0.11% | 313 |
|
|
2024
Q2 | $320K | Buy |
+3,181
| New | +$320K | 0.24% | 185 |
|
|
2024
Q1 | – | Sell |
-8,009
| Closed | -$644K | – | 404 |
|
|
2023
Q4 | $644K | Sell |
8,009
-5,233
| -40% | -$421K | 0.19% | 227 |
|
|
2023
Q3 | $939K | Buy |
13,242
+7,585
| +134% | +$538K | 0.28% | 131 |
|
|
2023
Q2 | $407K | Buy |
+5,657
| New | +$407K | 0.22% | 202 |
|