Plante Moran Financial Advisors’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 | $23.9K | Hold |
188
| – | – | ﹤0.01% | 454 |
|
2025
Q1 | $23.3K | Hold |
188
| – | – | ﹤0.01% | 464 |
|
2024
Q4 | $20.6K | Hold |
188
| – | – | ﹤0.01% | 483 |
|
2024
Q3 | $22.1K | Hold |
188
| – | – | ﹤0.01% | 511 |
|
2024
Q2 | $18.9K | Hold |
188
| – | – | ﹤0.01% | 494 |
|
2024
Q1 | $19.4K | Hold |
188
| – | – | ﹤0.01% | 509 |
|
2023
Q4 | $15.1K | Hold |
188
| – | – | ﹤0.01% | 499 |
|
2023
Q3 | $13.3K | Hold |
188
| – | – | ﹤0.01% | 497 |
|
2023
Q2 | $13.5K | Hold |
188
| – | – | ﹤0.01% | 508 |
|
2023
Q1 | $13.1K | Hold |
188
| – | – | ﹤0.01% | 521 |
|
2022
Q4 | $14.3K | Hold |
188
| – | – | ﹤0.01% | 524 |
|
2022
Q3 | $12K | Hold |
188
| – | – | ﹤0.01% | 555 |
|
2022
Q2 | $12K | Hold |
188
| – | – | ﹤0.01% | 562 |
|
2022
Q1 | $14K | Sell |
188
-163
| -46% | -$12.1K | ﹤0.01% | 553 |
|
2021
Q4 | $24K | Buy |
351
+100
| +40% | +$6.84K | ﹤0.01% | 511 |
|
2021
Q3 | $18K | Hold |
251
| – | – | ﹤0.01% | 586 |
|
2021
Q2 | $16K | Hold |
251
| – | – | ﹤0.01% | 599 |
|
2021
Q1 | $17K | Hold |
251
| – | – | ﹤0.01% | 556 |
|
2020
Q4 | $12K | Buy |
251
+63
| +34% | +$3.01K | ﹤0.01% | 601 |
|
2020
Q3 | $7K | Hold |
188
| – | – | ﹤0.01% | 649 |
|
2020
Q2 | $7K | Hold |
188
| – | – | ﹤0.01% | 552 |
|
2020
Q1 | $7K | Hold |
188
| – | – | ﹤0.01% | 531 |
|
2019
Q4 | $11K | Hold |
188
| – | – | ﹤0.01% | 531 |
|
2019
Q3 | $11K | Hold |
188
| – | – | ﹤0.01% | 574 |
|
2019
Q2 | $10K | Hold |
188
| – | – | ﹤0.01% | 562 |
|
2019
Q1 | $9K | Hold |
188
| – | – | ﹤0.01% | 562 |
|
2018
Q4 | $8K | Hold |
188
| – | – | ﹤0.01% | 531 |
|
2018
Q3 | $9K | Sell |
188
-752
| -80% | -$36K | ﹤0.01% | 504 |
|
2018
Q2 | $48K | Buy |
940
+551
| +142% | +$28.1K | 0.02% | 330 |
|
2018
Q1 | $20K | Buy |
389
+188
| +94% | +$9.67K | 0.01% | 507 |
|
2017
Q4 | $11K | Hold |
201
| – | – | 0.01% | 578 |
|
2017
Q3 | $11K | Hold |
201
| – | – | 0.01% | 527 |
|
2017
Q2 | $11K | Hold |
201
| – | – | 0.01% | 543 |
|
2017
Q1 | $10K | Sell |
201
-60
| -23% | -$2.99K | 0.01% | 574 |
|
2016
Q4 | $12K | Buy |
261
+60
| +30% | +$2.76K | 0.01% | 557 |
|
2016
Q3 | $9K | Hold |
201
| – | – | 0.01% | 607 |
|
2016
Q2 | $9K | Hold |
201
| – | – | 0.01% | 538 |
|
2016
Q1 | $9K | Hold |
201
| – | – | 0.01% | 497 |
|
2015
Q4 | $9K | Sell |
201
-168
| -46% | -$7.52K | 0.01% | 596 |
|
2015
Q3 | $17K | Buy |
369
+168
| +84% | +$7.74K | 0.01% | 399 |
|
2015
Q2 | $8K | Hold |
201
| – | – | 0.01% | 554 |
|
2015
Q1 | $8K | Hold |
201
| – | – | 0.01% | 544 |
|
2014
Q4 | $8K | Hold |
201
| – | – | 0.01% | 578 |
|
2014
Q3 | $7K | Sell |
201
-39
| -16% | -$1.36K | 0.01% | 615 |
|
2014
Q2 | $9K | Buy |
240
+201
| +515% | +$7.54K | 0.01% | 561 |
|
2014
Q1 | $1K | Sell |
39
-1,552
| -98% | -$39.8K | ﹤0.01% | 583 |
|
2013
Q4 | $58K | Buy |
1,591
+1,552
| +3,979% | +$56.6K | 0.03% | 213 |
|
2013
Q3 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 598 |
|