Proficio Capital Partners’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 | $744K | Buy |
5,868
+37
| +0.6% | +$4.69K | 0.05% | 186 |
|
2025
Q1 | $721K | Buy |
5,831
+58
| +1% | +$7.18K | 0.06% | 161 |
|
2024
Q4 | $632K | Buy |
5,773
+512
| +10% | +$56K | 0.05% | 153 |
|
2024
Q3 | $619K | Sell |
5,261
-566
| -10% | -$66.6K | 0.06% | 123 |
|
2024
Q2 | $586K | Sell |
5,827
-1
| -0% | -$101 | 0.06% | 154 |
|
2024
Q1 | $601K | Hold |
5,828
| – | – | 0.07% | 151 |
|
2023
Q4 | $468K | Sell |
5,828
-29
| -0.5% | -$2.33K | 0.06% | 156 |
|
2023
Q3 | $415K | Buy |
5,857
+137
| +2% | +$9.72K | 0.06% | 164 |
|
2023
Q2 | $412K | Buy |
5,720
+84
| +1% | +$6.05K | 0.06% | 166 |
|
2023
Q1 | $393K | Buy |
5,636
+157
| +3% | +$10.9K | 0.06% | 173 |
|
2022
Q4 | $415K | Buy |
5,479
+2,032
| +59% | +$154K | 0.08% | 154 |
|
2022
Q3 | $214K | Sell |
3,447
-194
| -5% | -$12K | 0.04% | 235 |
|
2022
Q2 | $238K | Buy |
3,641
+70
| +2% | +$4.58K | 0.04% | 235 |
|
2022
Q1 | $256K | Buy |
+3,571
| New | +$256K | 0.04% | 230 |
|
2019
Q3 | – | Sell |
-228
| Closed | -$13K | – | 743 |
|
2019
Q2 | $13K | Buy |
228
+53
| +30% | +$3.02K | ﹤0.01% | 849 |
|
2019
Q1 | $9K | Buy |
175
+136
| +349% | +$6.99K | ﹤0.01% | 909 |
|
2018
Q4 | $2K | Sell |
39
-9
| -19% | -$462 | ﹤0.01% | 1013 |
|
2018
Q3 | $2K | Sell |
48
-4
| -8% | -$167 | ﹤0.01% | 1082 |
|
2018
Q2 | $3K | Sell |
52
-28
| -35% | -$1.62K | ﹤0.01% | 1075 |
|
2018
Q1 | $4K | Buy |
80
+20
| +33% | +$1K | ﹤0.01% | 1031 |
|
2017
Q4 | $3K | Buy |
60
+28
| +88% | +$1.4K | ﹤0.01% | 1063 |
|
2017
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 1095 |
|
2017
Q2 | $2K | Sell |
32
-519
| -94% | -$32.4K | ﹤0.01% | 1090 |
|
2017
Q1 | $27K | Buy |
+551
| New | +$27K | 0.01% | 533 |
|
2016
Q2 | – | Sell |
-89
| Closed | -$4K | – | 1084 |
|
2016
Q1 | $4K | Buy |
89
+13
| +17% | +$584 | ﹤0.01% | 569 |
|
2015
Q4 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 550 |
|