Palisades Hudson Asset Management’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 | $447K | Hold |
3,523
| – | – | 0.17% | 58 |
|
|
2025
Q1 | $436K | Hold |
3,523
| – | – | 0.2% | 55 |
|
|
2024
Q4 | $385K | Hold |
3,523
| – | – | 0.16% | 65 |
|
|
2024
Q3 | $414K | Hold |
3,523
| – | – | 0.17% | 63 |
|
|
2024
Q2 | $354K | Hold |
3,523
| – | – | 0.16% | 67 |
|
|
2024
Q1 | $363K | Hold |
3,523
| – | – | 0.17% | 69 |
|
|
2023
Q4 | $283K | Hold |
3,523
| – | – | 0.14% | 76 |
|
|
2023
Q3 | $250K | Hold |
3,523
| – | – | 0.14% | 79 |
|
|
2023
Q2 | $254K | Hold |
3,523
| – | – | 0.13% | 82 |
|
|
2023
Q1 | $246K | Sell |
3,523
-42
| -1% | -$2.93K | 0.13% | 86 |
|
|
2022
Q4 | $270K | Buy |
3,565
+42
| +1% | +$3.18K | 0.15% | 82 |
|
|
2022
Q3 | $218K | Hold |
3,523
| – | – | 0.13% | 90 |
|
|
2022
Q2 | $231K | Sell |
3,523
-125
| -3% | -$8.2K | 0.13% | 89 |
|
|
2022
Q1 | $262K | Buy |
3,648
+125
| +4% | +$8.98K | 0.12% | 97 |
|
|
2021
Q4 | $243K | Hold |
3,523
| – | – | 0.1% | 107 |
|
|
2021
Q3 | $247K | Hold |
3,523
| – | – | 0.11% | 96 |
|
|
2021
Q2 | $218K | Hold |
3,523
| – | – | 0.1% | 107 |
|
|
2021
Q1 | $235K | Buy |
+3,523
| New | +$235K | 0.11% | 98 |
|
|
2020
Q1 | – | Sell |
-3,523
| Closed | -$214K | – | 94 |
|
|
2019
Q4 | $214K | Hold |
3,523
| – | – | 0.14% | 102 |
|
|
2019
Q3 | $214K | Buy |
+3,523
| New | +$214K | 0.15% | 91 |
|
|
2018
Q1 | – | Sell |
-3,573
| Closed | -$201K | – | 112 |
|
|
2017
Q4 | $201K | Buy |
+3,573
| New | +$201K | 0.11% | 106 |
|