Shelton Capital Management’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 | $206K | Hold |
1,622
| – | – | ﹤0.01% | 661 |
|
|
2025
Q1 | $201K | Buy |
+1,622
| New | +$201K | ﹤0.01% | 663 |
|
|
2024
Q4 | – | Sell |
-41,586
| Closed | -$4.89M | – | 749 |
|
|
2024
Q3 | $4.89M | Sell |
41,586
-14,393
| -26% | -$1.69M | 0.13% | 151 |
|
|
2024
Q2 | $5.63M | Sell |
55,979
-36,701
| -40% | -$3.69M | 0.15% | 136 |
|
|
2024
Q1 | $9.55M | Sell |
92,680
-30,600
| -25% | -$3.15M | 0.27% | 81 |
|
|
2023
Q4 | $9.91M | Buy |
123,280
+52,604
| +74% | +$4.23M | 0.31% | 72 |
|
|
2023
Q3 | $5.01M | Buy |
70,676
+33,100
| +88% | +$2.35M | 0.18% | 138 |
|
|
2023
Q2 | $2.71M | Buy |
37,576
+33,300
| +779% | +$2.4M | 0.1% | 203 |
|
|
2023
Q1 | $298K | Buy |
+4,276
| New | +$298K | 0.01% | 471 |
|
|
2019
Q2 | – | Sell |
-210
| Closed | -$4.22K | – | 857 |
|
|
2019
Q1 | $4.22K | Sell |
210
-4,312
| -95% | -$86.7K | 0.02% | 621 |
|
|
2018
Q4 | $201K | Buy |
4,522
+300
| +7% | +$13.3K | 0.01% | 699 |
|
|
2018
Q3 | $211K | Hold |
4,222
| – | – | 0.01% | 822 |
|
|
2018
Q2 | $216K | Buy |
+4,222
| New | +$216K | 0.01% | 750 |
|
|
2016
Q4 | – | Sell |
-14,733
| Closed | -$631K | – | 876 |
|
|
2016
Q3 | $631K | Sell |
14,733
-6,000
| -29% | -$257K | 0.05% | 293 |
|
|
2016
Q2 | $920K | Buy |
20,733
+11,101
| +115% | +$493K | 0.08% | 205 |
|
|
2016
Q1 | $444K | Buy |
+9,632
| New | +$444K | 0.04% | 399 |
|