SageView Advisory Group’s Hartford Financial Services HIG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$487K Sell
4,014
-19
-0.5% -$2.3K 0.02% 373
2025
Q1
$499K Sell
4,033
-76
-2% -$9.41K 0.02% 346
2024
Q4
$450K Sell
4,109
-667
-14% -$73K 0.02% 363
2024
Q3
$562K Sell
4,776
-541
-10% -$63.6K 0.03% 282
2024
Q2
$535K Buy
+5,317
New +$535K 0.02% 324
2024
Q1
Sell
-10,826
Closed -$949K 617
2023
Q4
$949K Sell
10,826
-1,821
-14% -$160K 0.04% 267
2023
Q3
$897K Sell
12,647
-4,325
-25% -$307K 0.05% 228
2023
Q2
$1.22M Buy
16,972
+104
+0.6% +$7.49K 0.07% 190
2023
Q1
$1.18M Buy
+16,868
New +$1.18M 0.07% 178