Sequoia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
13,848
+251
| +2% | +$31.8K | 0.01% | 499 |
|
|
2025
Q1 | $1.68M | Sell |
13,597
-14
| -0.1% | -$1.73K | 0.01% | 476 |
|
|
2024
Q4 | $1.49M | Buy |
13,611
+1,943
| +17% | +$213K | 0.01% | 476 |
|
|
2024
Q3 | $1.37M | Buy |
11,668
+5,775
| +98% | +$679K | 0.01% | 460 |
|
|
2024
Q2 | $593K | Buy |
5,893
+514
| +10% | +$51.7K | 0.01% | 630 |
|
|
2024
Q1 | $554K | Sell |
5,379
-5,344
| -50% | -$551K | 0.01% | 654 |
|
|
2023
Q4 | $862K | Buy |
10,723
+6,795
| +173% | +$546K | 0.01% | 575 |
|
|
2023
Q3 | $279K | Buy |
3,928
+169
| +4% | +$12K | ﹤0.01% | 715 |
|
|
2023
Q2 | $271K | Buy |
+3,759
| New | +$271K | ﹤0.01% | 739 |
|
|
2023
Q1 | – | Sell |
-3,213
| Closed | -$244K | – | 850 |
|
|
2022
Q4 | $244K | Buy |
+3,213
| New | +$244K | 0.01% | 658 |
|