OneDigital Investment Advisors’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 | $1.7M | Buy |
13,395
+532
| +4% | +$67.5K | 0.02% | 475 |
|
|
2025
Q1 | $1.59M | Buy |
12,863
+1,318
| +11% | +$163K | 0.02% | 462 |
|
|
2024
Q4 | $1.26M | Sell |
11,545
-1,515
| -12% | -$166K | 0.01% | 559 |
|
|
2024
Q3 | $1.54M | Sell |
13,060
-263
| -2% | -$30.9K | 0.02% | 520 |
|
|
2024
Q2 | $1.34M | Buy |
13,323
+758
| +6% | +$76.2K | 0.02% | 527 |
|
|
2024
Q1 | $1.29M | Sell |
12,565
-99
| -0.8% | -$10.2K | 0.02% | 435 |
|
|
2023
Q4 | $1.02M | Buy |
12,664
+1,172
| +10% | +$94.2K | 0.02% | 471 |
|
|
2023
Q3 | $815K | Sell |
11,492
-117
| -1% | -$8.3K | 0.02% | 479 |
|
|
2023
Q2 | $836K | Buy |
11,609
+151
| +1% | +$10.9K | 0.02% | 455 |
|
|
2023
Q1 | $799K | Sell |
11,458
-122
| -1% | -$8.5K | 0.02% | 451 |
|
|
2022
Q4 | $878K | Buy |
11,580
+3,343
| +41% | +$253K | 0.03% | 380 |
|
|
2022
Q3 | $510K | Buy |
8,237
+4,138
| +101% | +$256K | 0.02% | 452 |
|
|
2022
Q2 | $268K | Sell |
4,099
-49
| -1% | -$3.2K | 0.01% | 587 |
|
|
2022
Q1 | $298K | Buy |
4,148
+695
| +20% | +$49.9K | 0.01% | 591 |
|
|
2021
Q4 | $238K | Buy |
+3,453
| New | +$238K | 0.01% | 652 |
|
|
2019
Q3 | – | Sell |
-4,368
| Closed | -$243K | – | 778 |
|
|
2019
Q2 | $243K | Buy |
4,368
+3,664
| +520% | +$204K | 0.02% | 371 |
|
|
2019
Q1 | $35K | Hold |
704
| – | – | 0.01% | 575 |
|
|
2018
Q4 | $31K | Hold |
704
| – | – | 0.01% | 563 |
|
|
2018
Q3 | $35K | Sell |
704
-79
| -10% | -$3.93K | 0.01% | 493 |
|
|
2018
Q2 | $40K | Sell |
783
-35
| -4% | -$1.79K | 0.01% | 569 |
|
|
2018
Q1 | $42K | Sell |
818
-38
| -4% | -$1.95K | 0.01% | 569 |
|
|
2017
Q4 | $48K | Hold |
856
| – | – | 0.01% | 528 |
|
|
2017
Q3 | $47K | Buy |
856
+9
| +1% | +$494 | 0.02% | 400 |
|
|
2017
Q2 | $45K | Buy |
+847
| New | +$45K | 0.01% | 502 |
|