Personal CFO Solutions’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
Q1 | – | Sell |
-2,197
| Closed | -$240K | – | 469 |
|
|
2024
Q4 | $240K | Sell |
2,197
-1,140
| -34% | -$125K | 0.05% | 390 |
|
|
2024
Q3 | $392K | Sell |
3,337
-25
| -0.7% | -$2.94K | 0.05% | 325 |
|
|
2024
Q2 | $338K | Sell |
3,362
-133
| -4% | -$13.4K | 0.05% | 347 |
|
|
2024
Q1 | $360K | Sell |
3,495
-461
| -12% | -$47.5K | 0.06% | 349 |
|
|
2023
Q4 | $318K | Sell |
3,956
-136
| -3% | -$10.9K | 0.06% | 363 |
|
|
2023
Q3 | $290K | Buy |
4,092
+114
| +3% | +$8.08K | 0.06% | 331 |
|
|
2023
Q2 | $286K | Buy |
3,978
+202
| +5% | +$14.5K | 0.06% | 344 |
|
|
2023
Q1 | $263K | Buy |
3,776
+89
| +2% | +$6.2K | 0.05% | 353 |
|
|
2022
Q4 | $280K | Buy |
3,687
+457
| +14% | +$34.7K | 0.06% | 321 |
|
|
2022
Q3 | $200K | Sell |
3,230
-2,599
| -45% | -$161K | 0.05% | 379 |
|
|
2022
Q2 | $381K | Sell |
5,829
-163
| -3% | -$10.7K | 0.09% | 208 |
|
|
2022
Q1 | $430K | Buy |
5,992
+922
| +18% | +$66.2K | 0.08% | 229 |
|
|
2021
Q4 | $350K | Buy |
5,070
+1,962
| +63% | +$135K | 0.07% | 278 |
|
|
2021
Q3 | $218K | Buy |
+3,108
| New | +$218K | 0.04% | 399 |
|