Perigon Wealth 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 | $394K | Buy |
3,108
+289
| +10% | +$36.7K | 0.01% | 747 |
|
|
2025
Q1 | $349K | Sell |
2,819
-10
| -0.4% | -$1.24K | 0.01% | 751 |
|
|
2024
Q4 | $318K | Buy |
2,829
+163
| +6% | +$18.3K | 0.01% | 793 |
|
|
2024
Q3 | $314K | Sell |
2,666
-544
| -17% | -$64K | 0.01% | 770 |
|
|
2024
Q2 | $323K | Sell |
3,210
-161
| -5% | -$16.2K | 0.01% | 665 |
|
|
2024
Q1 | $347K | Buy |
3,371
+167
| +5% | +$17.2K | 0.01% | 637 |
|
|
2023
Q4 | $258K | Buy |
3,204
+143
| +5% | +$11.5K | 0.01% | 704 |
|
|
2023
Q3 | $217K | Sell |
3,061
-5
| -0.2% | -$354 | 0.01% | 706 |
|
|
2023
Q2 | $221K | Buy |
3,066
+93
| +3% | +$6.7K | 0.01% | 709 |
|
|
2023
Q1 | $207K | Sell |
2,973
-137
| -4% | -$9.55K | 0.01% | 663 |
|
|
2022
Q4 | $236K | Buy |
+3,110
| New | +$236K | 0.01% | 607 |
|
|
2021
Q1 | – | Sell |
-587
| Closed | -$29K | – | 720 |
|
|
2020
Q4 | $29K | Buy |
+587
| New | +$29K | ﹤0.01% | 900 |
|
|
2018
Q2 | – | Sell |
-51
| Closed | -$3K | – | 405 |
|
|
2018
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 577 |
|
|
2017
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 558 |
|
|
2017
Q3 | $3K | Sell |
51
-104
| -67% | -$6.12K | ﹤0.01% | 585 |
|
|
2017
Q2 | $8K | Buy |
+155
| New | +$8K | ﹤0.01% | 507 |
|