SOA Wealth Advisors’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91K | Sell |
15
-15
| -50% | -$1.91K | ﹤0.01% | 719 |
|
|
2025
Q1 | $3.71K | Hold |
30
| – | – | ﹤0.01% | 660 |
|
|
2024
Q4 | $3.28K | Hold |
30
| – | – | ﹤0.01% | 647 |
|
|
2024
Q3 | $3.51K | Hold |
30
| – | – | ﹤0.01% | 631 |
|
|
2024
Q2 | $3K | Sell |
30
-7
| -19% | -$699 | ﹤0.01% | 645 |
|
|
2024
Q1 | $3.79K | Hold |
37
| – | – | ﹤0.01% | 638 |
|
|
2023
Q4 | $2.95K | Hold |
37
| – | – | ﹤0.01% | 655 |
|
|
2023
Q3 | $2.59K | Buy |
37
+1
| +3% | +$70 | ﹤0.01% | 689 |
|
|
2023
Q2 | $2.63K | Hold |
36
| – | – | ﹤0.01% | 694 |
|
|
2023
Q1 | $2.54K | Sell |
36
-39
| -52% | -$2.75K | ﹤0.01% | 701 |
|
|
2022
Q4 | $5.71K | Hold |
75
| – | – | ﹤0.01% | 604 |
|
|
2022
Q3 | $4K | Sell |
75
-17
| -18% | -$907 | ﹤0.01% | 626 |
|
|
2022
Q2 | $6K | Sell |
92
-1,232
| -93% | -$80.3K | ﹤0.01% | 566 |
|
|
2022
Q1 | $95K | Hold |
1,324
| – | – | 0.02% | 233 |
|
|
2021
Q4 | $91K | Hold |
1,324
| – | – | 0.02% | 228 |
|
|
2021
Q3 | $93K | Buy |
1,324
+20
| +2% | +$1.41K | 0.02% | 227 |
|
|
2021
Q2 | $80K | Buy |
1,304
+862
| +195% | +$52.9K | 0.02% | 250 |
|
|
2021
Q1 | $29K | Buy |
442
+241
| +120% | +$15.8K | 0.01% | 339 |
|
|
2020
Q4 | $10K | Buy |
+201
| New | +$10K | ﹤0.01% | 516 |
|