Prudent Man 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,837
| Closed | -$922K | – | 177 |
|
|
2024
Q3 | $922K | Sell |
7,837
-1,488
| -16% | -$175K | 0.31% | 77 |
|
|
2024
Q2 | $938K | Buy |
9,325
+387
| +4% | +$38.9K | 0.33% | 71 |
|
|
2024
Q1 | $921K | Sell |
8,938
-20
| -0.2% | -$2.06K | 0.35% | 71 |
|
|
2023
Q4 | $720K | Sell |
8,958
-506
| -5% | -$40.7K | 0.27% | 84 |
|
|
2023
Q3 | $671K | Hold |
9,464
| – | – | 0.27% | 87 |
|
|
2023
Q2 | $682K | Sell |
9,464
-103
| -1% | -$7.42K | 0.26% | 83 |
|
|
2023
Q1 | $667K | Sell |
9,567
-206
| -2% | -$14.4K | 0.26% | 88 |
|
|
2022
Q4 | $741K | Buy |
9,773
+51
| +0.5% | +$3.87K | 0.3% | 73 |
|
|
2022
Q3 | $602K | Buy |
9,722
+516
| +6% | +$32K | 0.29% | 79 |
|
|
2022
Q2 | $602K | Sell |
9,206
-4
| -0% | -$262 | 0.28% | 75 |
|
|
2022
Q1 | $661K | Sell |
9,210
-169
| -2% | -$12.1K | 0.27% | 78 |
|
|
2021
Q4 | $648K | Sell |
9,379
-1,669
| -15% | -$115K | 0.25% | 83 |
|
|
2021
Q3 | $776K | Sell |
11,048
-14
| -0.1% | -$983 | 0.29% | 70 |
|
|
2021
Q2 | $686K | Sell |
11,062
-61
| -0.5% | -$3.78K | 0.26% | 81 |
|
|
2021
Q1 | $743K | Buy |
11,123
+422
| +4% | +$28.2K | 0.31% | 68 |
|
|
2020
Q4 | $524K | Sell |
10,701
-150
| -1% | -$7.35K | 0.22% | 83 |
|
|
2020
Q3 | $400K | Buy |
+10,851
| New | +$400K | 0.21% | 92 |
|