PDS Planning’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 | $421K | Sell |
3,318
-5
| -0.2% | -$634 | 0.03% | 269 |
|
|
2025
Q1 | $411K | Buy |
3,323
+514
| +18% | +$63.6K | 0.03% | 249 |
|
|
2024
Q4 | $307K | Sell |
2,809
-195
| -6% | -$21.3K | 0.03% | 286 |
|
|
2024
Q3 | $353K | Buy |
3,004
+712
| +31% | +$83.7K | 0.03% | 258 |
|
|
2024
Q2 | $230K | Buy |
2,292
+20
| +0.9% | +$2.01K | 0.02% | 329 |
|
|
2024
Q1 | $234K | Buy |
+2,272
| New | +$234K | 0.02% | 325 |
|