Sound Income Strategies’s Hartford Financial Services HIG Stock Holding History

Sound Income Strategies’s Portfolio HIG Stock Details HIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-256	Closed	-$34.5K	–	1289
2026 Q1	$34.5K	Sell	256 -23	-8%	-$3.14K	﹤0.01%	963
2025 Q4	$36.2K	Buy	279 +87	+45%	+$11.5K	﹤0.01%	916
2025 Q3	$25K	Hold	192	–	–	﹤0.01%	753
2025 Q2	$24.4K	Sell	192 -4	-2%	-$497	﹤0.01%	704
2025 Q1	$24.3K	Sell	196 -2	-1%	-$229	﹤0.01%	679
2024 Q4	$21.7K	Buy	198 +4	+2%	+$464	﹤0.01%	663
2024 Q3	$22.8K	Buy	194 +6	+3%	+$658	﹤0.01%	613
2024 Q2	$18.9K	Hold	188	–	–	﹤0.01%	640
2024 Q1	$19.4K	Hold	188	–	–	﹤0.01%	605
2023 Q4	$15.1K	Hold	188	–	–	﹤0.01%	645
2023 Q3	$13.3K	Hold	188	–	–	﹤0.01%	519
2023 Q2	$13.5K	Hold	188	–	–	﹤0.01%	512
2023 Q1	$13.1K	Hold	188	–	–	﹤0.01%	502
2022 Q4	$14.3K	Hold	188	–	–	﹤0.01%	451
2022 Q3	$12K	Buy	188 +8	+4%	+$521	﹤0.01%	433
2022 Q2	$12K	Buy	+180	New	+$12.6K	﹤0.01%	439
2019 Q3	–	Sell	-2,293	Closed	-$128K	–	696
2019 Q2	$128K	Hold	2,293	–	–	0.04%	78
2019 Q1	$114K	Hold	2,293	–	–	0.05%	78
2018 Q4	$102K	Buy	+2,293	New	+$103K	0.05%	81

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sound Income Strategies's HIG Position: Q2 2026 in Review

Sound Income Strategies sold out of Hartford Financial Services (HIG) in Q2 2026, closing a stake of 256 shares — an estimated $34.5K sold.

Sound Income Strategies first reported a position in HIG in Q4 2018 and held it in 19 quarters. The position peaked at $128K in Q2 2019. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

Sound Income Strategies reported no remaining Hartford Financial Services position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 256 Hartford Financial Services shares in Q2 2026, an estimated $34.5K.
Sound Income Strategies first reported a position in Hartford Financial Services in Q4 2018 and held it in 19 quarters.
Sound Income Strategies's Hartford Financial Services position peaked at $128K in Q2 2019.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.