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 |
|