SteelPeak 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 | $224K | Sell |
1,758
-19,509
| -92% | -$2.49M | 0.01% | 457 |
|
|
2025
Q1 | $2.64M | Buy |
21,267
+11,039
| +108% | +$1.37M | 0.11% | 139 |
|
|
2024
Q4 | $1.13M | Sell |
10,228
-6,977
| -41% | -$770K | 0.05% | 220 |
|
|
2024
Q3 | $2.03M | Sell |
17,205
-17,868
| -51% | -$2.11M | 0.09% | 166 |
|
|
2024
Q2 | $3.54M | Buy |
35,073
+447
| +1% | +$45.2K | 0.16% | 98 |
|
|
2024
Q1 | $3.58M | Buy |
34,626
+13,710
| +66% | +$1.42M | 0.18% | 98 |
|
|
2023
Q4 | $1.69M | Buy |
+20,916
| New | +$1.69M | 0.1% | 162 |
|
|
2023
Q2 | – | Sell |
-29,722
| Closed | -$2.08M | – | 417 |
|
|
2023
Q1 | $2.08M | Sell |
29,722
-1,604
| -5% | -$112K | 0.14% | 108 |
|
|
2022
Q4 | $2.39M | Buy |
31,326
+10,475
| +50% | +$798K | 0.18% | 102 |
|
|
2022
Q3 | $1.3M | Sell |
20,851
-8,039
| -28% | -$501K | 0.1% | 148 |
|
|
2022
Q2 | $1.9M | Buy |
+28,890
| New | +$1.9M | 0.14% | 118 |
|