Patriot Financial Group Insurance Agency’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 | $237K | Buy |
1,866
+58
| +3% | +$7.36K | 0.03% | 457 |
|
|
2025
Q1 | $224K | Sell |
1,808
-35
| -2% | -$4.33K | 0.03% | 434 |
|
|
2024
Q4 | $202K | Sell |
1,843
-5
| -0.3% | -$547 | 0.03% | 447 |
|
|
2024
Q3 | $217K | Buy |
+1,848
| New | +$217K | 0.03% | 448 |
|
|
2024
Q2 | – | Sell |
-1,945
| Closed | -$200K | – | 492 |
|
|
2024
Q1 | $200K | Buy |
+1,945
| New | +$200K | 0.03% | 449 |
|
|
2023
Q3 | – | Sell |
-2,842
| Closed | -$205K | – | 473 |
|
|
2023
Q2 | $205K | Buy |
+2,842
| New | +$205K | 0.04% | 430 |
|
|
2023
Q1 | – | Sell |
-2,760
| Closed | -$209K | – | 470 |
|
|
2022
Q4 | $209K | Buy |
+2,760
| New | +$209K | 0.03% | 388 |
|
|
2022
Q3 | – | Sell |
-2,973
| Closed | -$195K | – | 1051 |
|
|
2022
Q2 | $195K | Buy |
2,973
+72
| +2% | +$4.72K | 0.04% | 387 |
|
|
2022
Q1 | $208K | Buy |
2,901
+7
| +0.2% | +$502 | 0.04% | 405 |
|
|
2021
Q4 | $200K | Sell |
2,894
-545
| -16% | -$37.7K | 0.03% | 445 |
|
|
2021
Q3 | $242K | Buy |
3,439
+225
| +7% | +$15.8K | 0.04% | 401 |
|
|
2021
Q2 | $199K | Buy |
3,214
+39
| +1% | +$2.42K | 0.04% | 434 |
|
|
2021
Q1 | $212K | Sell |
3,175
-111
| -3% | -$7.41K | 0.05% | 371 |
|
|
2020
Q4 | $161K | Buy |
3,286
+445
| +16% | +$21.8K | 0.04% | 392 |
|
|
2020
Q3 | $105K | Buy |
2,841
+666
| +31% | +$24.6K | 0.03% | 376 |
|
|
2020
Q2 | $84K | Buy |
2,175
+61
| +3% | +$2.36K | 0.03% | 390 |
|
|
2020
Q1 | $75K | Buy |
2,114
+280
| +15% | +$9.93K | 0.03% | 368 |
|
|
2019
Q4 | $111K | Buy |
1,834
+4
| +0.2% | +$242 | 0.04% | 325 |
|
|
2019
Q3 | $111K | Buy |
1,830
+155
| +9% | +$9.4K | 0.05% | 295 |
|
|
2019
Q2 | $94K | Sell |
1,675
-228
| -12% | -$12.8K | 0.04% | 323 |
|
|
2019
Q1 | $94K | Sell |
1,903
-116
| -6% | -$5.73K | 0.05% | 280 |
|
|
2018
Q4 | $90K | Sell |
2,019
-527
| -21% | -$23.5K | 0.06% | 226 |
|
|
2018
Q3 | $127K | Buy |
2,546
+645
| +34% | +$32.2K | 0.08% | 173 |
|
|
2018
Q2 | $97K | Sell |
1,901
-42
| -2% | -$2.14K | 0.1% | 120 |
|
|
2018
Q1 | $98K | Buy |
1,943
+2
| +0.1% | +$101 | 0.07% | 215 |
|
|
2017
Q4 | $105K | Sell |
1,941
-1,610
| -45% | -$87.1K | 0.08% | 202 |
|
|
2017
Q3 | $197K | Sell |
3,551
-7
| -0.2% | -$388 | 0.18% | 109 |
|
|
2017
Q2 | $188K | Sell |
3,558
-2,033
| -36% | -$107K | 0.2% | 101 |
|
|
2017
Q1 | $267K | Hold |
5,591
| – | – | 0.28% | 60 |
|
|
2016
Q4 | $270K | Buy |
+5,591
| New | +$270K | 0.37% | 51 |
|