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SFS
Sowell Financial Services’s
Hartford Financial Services
HIG
Stock Holding History
Sowell Financial Services’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
Q1
$530K
Buy
3,921
+603
+18%
+$82.3K
0.02%
618
2025
Q4
$457K
Sell
3,318
-136
-4%
-$17.9K
0.02%
675
2025
Q3
$461K
Sell
3,454
-248
-7%
-$31.8K
0.02%
653
2025
Q2
$470K
Sell
3,702
-54
-1%
-$6.71K
0.02%
626
2025
Q1
$465K
Buy
+3,756
New
+$431K
0.02%
606
2023
Q3
–
Sell
-11,711
Closed
-$849K
–
545
2023
Q2
$849K
Buy
+11,711
New
+$822K
0.05%
382
2023
Q1
–
Sell
-15,961
Closed
-$1.21M
–
789
2022
Q4
$1.21M
Buy
+15,961
New
+$1.15M
0.08%
287
2021
Q2
–
Sell
-1,582
Closed
-$106K
–
1468
2021
Q1
$106K
Sell
1,582
-2,853
-64%
-$154K
﹤0.01%
1341
2020
Q4
$217K
Buy
4,435
+447
+11%
+$19.3K
0.01%
809
2020
Q3
$147K
Sell
3,988
-422
-10%
-$16.8K
0.01%
837
2020
Q2
$170K
Buy
4,410
+1,762
+67%
+$67.1K
0.01%
781
2020
Q1
$93K
Sell
2,648
-8,626
-77%
-$449K
0.01%
865
2019
Q4
$685K
Buy
11,274
+2,020
+22%
+$121K
0.05%
361
2019
Q3
$561K
Buy
+9,254
New
+$541K
0.05%
381
2017
Q1
–
Sell
-729
Closed
-$35K
–
391
2016
Q4
$35K
Buy
+729
New
+$33.4K
0.01%
371
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1-Year Est. Return
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1-Year Est. Return
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$107B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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