Simplicity Wealth’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 | – | Sell |
-2,005
| Closed | -$248K | – | 624 |
|
|
2025
Q1 | $248K | Sell |
2,005
-778
| -28% | -$96.2K | 0.02% | 468 |
|
|
2024
Q4 | $304K | Sell |
2,783
-591
| -18% | -$64.7K | 0.06% | 233 |
|
|
2024
Q3 | $397K | Sell |
3,374
-4,672
| -58% | -$549K | 0.04% | 339 |
|
|
2024
Q2 | $809K | Sell |
8,046
-91
| -1% | -$9.15K | 0.02% | 593 |
|
|
2024
Q1 | $839K | Buy |
+8,137
| New | +$839K | 0.02% | 567 |
|