Planned 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
Q2 | $232K | Hold |
1,830
| – | – | 0.09% | 106 |
|
|
2025
Q1 | $226K | Hold |
1,830
| – | – | 0.09% | 103 |
|
|
2024
Q4 | $200K | Buy |
1,830
+135
| +8% | +$14.8K | 0.08% | 109 |
|
|
2024
Q3 | $199K | Buy |
+1,695
| New | +$199K | 0.08% | 112 |
|
|
2024
Q1 | – | Sell |
-1,500
| Closed | -$121K | – | 277 |
|
|
2023
Q4 | $121K | Buy |
+1,500
| New | +$121K | 0.06% | 156 |
|
|
2021
Q1 | – | Sell |
-1,500
| Closed | -$73K | – | 205 |
|
|
2020
Q4 | $73K | Hold |
1,500
| – | – | 0.06% | 144 |
|
|
2020
Q3 | $55K | Buy |
+1,500
| New | +$55K | 0.05% | 137 |
|