Prestige Wealth Management Group’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 | $76.4K | Hold |
600
| – | – | 0.02% | 227 |
|
|
2025
Q1 | $74.6K | Hold |
600
| – | – | 0.02% | 218 |
|
|
2024
Q4 | $66K | Hold |
600
| – | – | 0.01% | 234 |
|
|
2024
Q3 | $70.8K | Hold |
600
| – | – | 0.01% | 221 |
|
|
2024
Q2 | $60.6K | Sell |
600
-30
| -5% | -$3.03K | 0.01% | 212 |
|
|
2024
Q1 | $65.2K | Sell |
630
-100
| -14% | -$10.4K | 0.01% | 236 |
|
|
2023
Q4 | $59K | Sell |
730
-1
| -0.1% | -$81 | 0.01% | 229 |
|
|
2023
Q3 | $52.1K | Hold |
731
| – | – | 0.01% | 236 |
|
|
2023
Q2 | $53K | Sell |
731
-27
| -4% | -$1.96K | 0.01% | 254 |
|
|
2023
Q1 | $53.1K | Buy |
758
+58
| +8% | +$4.07K | 0.01% | 241 |
|
|
2022
Q4 | $53.4K | Sell |
700
-18
| -3% | -$1.37K | 0.01% | 249 |
|
|
2022
Q3 | $45K | Hold |
718
| – | – | 0.01% | 236 |
|
|
2022
Q2 | $47K | Hold |
718
| – | – | 0.01% | 240 |
|
|
2022
Q1 | $51K | Hold |
718
| – | – | 0.01% | 239 |
|
|
2021
Q4 | $49K | Hold |
718
| – | – | 0.01% | 264 |
|
|
2021
Q3 | $50K | Hold |
718
| – | – | 0.01% | 260 |
|
|
2021
Q2 | $44K | Hold |
718
| – | – | 0.01% | 263 |
|
|
2021
Q1 | $48K | Hold |
718
| – | – | 0.01% | 252 |
|
|
2020
Q4 | $35K | Sell |
718
-126
| -15% | -$6.14K | 0.01% | 281 |
|
|
2020
Q3 | $31K | Sell |
844
-37
| -4% | -$1.36K | 0.01% | 302 |
|
|
2020
Q2 | $34K | Sell |
881
-104
| -11% | -$4.01K | 0.01% | 267 |
|
|
2020
Q1 | $35K | Buy |
985
+285
| +41% | +$10.1K | 0.01% | 212 |
|
|
2019
Q4 | $43K | Hold |
700
| – | – | 0.02% | 215 |
|
|
2019
Q3 | $42K | Hold |
700
| – | – | 0.02% | 210 |
|
|
2019
Q2 | $39K | Hold |
700
| – | – | 0.02% | 209 |
|
|
2019
Q1 | $35K | Sell |
700
-154
| -18% | -$7.7K | 0.02% | 211 |
|
|
2018
Q4 | $38K | Buy |
+854
| New | +$38K | 0.03% | 217 |
|