Sheaff Brock Investment 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
Q1 | – | Sell |
-14,102
| Closed | -$1.13M | – | 506 |
|
|
2023
Q4 | $1.13M | Hold |
14,102
| – | – | 0.09% | 158 |
|
|
2023
Q3 | $1,000K | Sell |
14,102
-200
| -1% | -$14.2K | 0.09% | 162 |
|
|
2023
Q2 | $1.03M | Hold |
14,302
| – | – | 0.09% | 163 |
|
|
2023
Q1 | $997K | Buy |
14,302
+300
| +2% | +$20.9K | 0.09% | 172 |
|
|
2022
Q4 | $1.06M | Buy |
14,002
+800
| +6% | +$60.7K | 0.1% | 157 |
|
|
2022
Q3 | $818K | Sell |
13,202
-200
| -1% | -$12.4K | 0.09% | 177 |
|
|
2022
Q2 | $877K | Hold |
13,402
| – | – | 0.07% | 173 |
|
|
2022
Q1 | $962K | Buy |
+13,402
| New | +$962K | 0.07% | 181 |
|
|
2020
Q1 | – | Sell |
-3,299
| Closed | -$201K | – | 436 |
|
|
2019
Q4 | $201K | Buy |
+3,299
| New | +$201K | 0.02% | 409 |
|
|
2018
Q1 | – | Sell |
-3,550
| Closed | -$200K | – | 541 |
|
|
2017
Q4 | $200K | Buy |
+3,550
| New | +$200K | 0.03% | 459 |
|
|
2017
Q2 | – | Sell |
-8,950
| Closed | -$430K | – | 623 |
|
|
2017
Q1 | $430K | Buy |
+8,950
| New | +$430K | 0.06% | 307 |
|