SWM
Segment Wealth Management’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
2,000
| – | – | 0.02% | 260 |
|
|
2025
Q1 | $247K | Hold |
2,000
| – | – | 0.02% | 258 |
|
|
2024
Q4 | $219K | Hold |
2,000
| – | – | 0.01% | 253 |
|
|
2024
Q3 | $235K | Hold |
2,000
| – | – | 0.02% | 248 |
|
|
2024
Q2 | $201K | Hold |
2,000
| – | – | 0.01% | 255 |
|
|
2024
Q1 | $206K | Buy |
+2,000
| New | +$206K | 0.02% | 248 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$243K | – | 203 |
|
|
2019
Q4 | $243K | Hold |
4,000
| – | – | 0.04% | 212 |
|
|
2019
Q3 | $242K | Hold |
4,000
| – | – | 0.05% | 183 |
|
|
2019
Q2 | $223K | Buy |
+4,000
| New | +$223K | 0.05% | 187 |
|
|
2018
Q3 | – | Sell |
-4,000
| Closed | -$205K | – | 223 |
|
|
2018
Q2 | $205K | Sell |
4,000
-200
| -5% | -$10.3K | 0.05% | 195 |
|
|
2018
Q1 | $216K | Hold |
4,200
| – | – | 0.05% | 182 |
|
|
2017
Q4 | $236K | Sell |
4,200
-150
| -3% | -$8.43K | 0.06% | 178 |
|
|
2017
Q3 | $241K | Hold |
4,350
| – | – | 0.06% | 179 |
|
|
2017
Q2 | $229K | Hold |
4,350
| – | – | 0.06% | 187 |
|
|
2017
Q1 | $209K | Hold |
4,350
| – | – | 0.07% | 174 |
|
|
2016
Q4 | $207K | Buy |
+4,350
| New | +$207K | 0.08% | 165 |
|
|
2016
Q2 | – | Sell |
-4,350
| Closed | -$200K | – | 155 |
|
|
2016
Q1 | $200K | Buy |
+4,350
| New | +$200K | 0.07% | 146 |
|
|
2015
Q4 | – | Sell |
-4,550
| Closed | -$208K | – | 163 |
|
|
2015
Q3 | $208K | Buy |
+4,550
| New | +$208K | 0.08% | 152 |
|