Pinnacle Wealth Planning Services’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 | $274K | Buy |
+2,163
| New | +$274K | 0.04% | 325 |
|
|
2024
Q4 | – | Sell |
-2,518
| Closed | -$296K | – | 464 |
|
|
2024
Q3 | $296K | Hold |
2,518
| – | – | 0.04% | 309 |
|
|
2024
Q2 | $253K | Hold |
2,518
| – | – | 0.04% | 338 |
|
|
2024
Q1 | $259K | Sell |
2,518
-7
| -0.3% | -$721 | 0.04% | 340 |
|
|
2023
Q4 | $203K | Sell |
2,525
-3,093
| -55% | -$249K | 0.03% | 407 |
|
|
2023
Q3 | $398K | Hold |
5,618
| – | – | 0.07% | 199 |
|
|
2023
Q2 | $405K | Hold |
5,618
| – | – | 0.07% | 202 |
|
|
2023
Q1 | $392K | Buy |
5,618
+17
| +0.3% | +$1.19K | 0.07% | 215 |
|
|
2022
Q4 | $425K | Sell |
5,601
-116
| -2% | -$8.8K | 0.08% | 195 |
|
|
2022
Q3 | $354K | Sell |
5,717
-444
| -7% | -$27.5K | 0.07% | 195 |
|
|
2022
Q2 | $403K | Buy |
6,161
+972
| +19% | +$63.6K | 0.07% | 188 |
|
|
2022
Q1 | $373K | Hold |
5,189
| – | – | 0.07% | 223 |
|
|
2021
Q4 | $358K | Sell |
5,189
-46
| -0.9% | -$3.17K | 0.07% | 225 |
|
|
2021
Q3 | $368K | Sell |
5,235
-3
| -0.1% | -$211 | 0.08% | 205 |
|
|
2021
Q2 | $325K | Sell |
5,238
-6
| -0.1% | -$372 | 0.08% | 211 |
|
|
2021
Q1 | $350K | Sell |
5,244
-25
| -0.5% | -$1.67K | 0.09% | 190 |
|
|
2020
Q4 | $259K | Buy |
+5,269
| New | +$259K | 0.06% | 226 |
|
|
2020
Q3 | – | Sell |
-5,216
| Closed | -$201K | – | 281 |
|
|
2020
Q2 | $201K | Sell |
5,216
-813
| -13% | -$31.3K | 0.07% | 223 |
|
|
2020
Q1 | $211K | Buy |
+6,029
| New | +$211K | 0.1% | 180 |
|