Steph & Co’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 | $250K | Sell |
1,967
-451
| -19% | -$57.2K | 0.08% | 90 |
|
|
2025
Q1 | $299K | Sell |
2,418
-164
| -6% | -$20.3K | 0.11% | 82 |
|
|
2024
Q4 | $282K | Sell |
2,582
-184
| -7% | -$20.1K | 0.1% | 88 |
|
|
2024
Q3 | $325K | Sell |
2,766
-463
| -14% | -$54.5K | 0.1% | 83 |
|
|
2024
Q2 | $325K | Sell |
3,229
-521
| -14% | -$52.4K | 0.11% | 79 |
|
|
2024
Q1 | $386K | Sell |
3,750
-723
| -16% | -$74.5K | 0.13% | 75 |
|
|
2023
Q4 | $360K | Sell |
4,473
-19
| -0.4% | -$1.53K | 0.18% | 67 |
|
|
2023
Q3 | $319K | Buy |
4,492
+189
| +4% | +$13.4K | 0.18% | 78 |
|
|
2023
Q2 | $310K | Sell |
4,303
-33
| -0.8% | -$2.38K | 0.17% | 75 |
|
|
2023
Q1 | $302K | Hold |
4,336
| – | – | 0.19% | 70 |
|
|
2022
Q4 | $329K | Sell |
4,336
-536
| -11% | -$40.7K | 0.21% | 68 |
|
|
2022
Q3 | $302K | Buy |
4,872
+140
| +3% | +$8.68K | 0.21% | 65 |
|
|
2022
Q2 | $310K | Buy |
4,732
+498
| +12% | +$32.6K | 0.19% | 62 |
|
|
2022
Q1 | $304K | Sell |
4,234
-970
| -19% | -$69.6K | 0.18% | 63 |
|
|
2021
Q4 | $359K | Hold |
5,204
| – | – | 0.21% | 59 |
|
|
2021
Q3 | $366K | Hold |
5,204
| – | – | 0.23% | 54 |
|
|
2021
Q2 | $322K | Buy |
5,204
+19
| +0.4% | +$1.18K | 0.21% | 57 |
|
|
2021
Q1 | $346K | Sell |
5,185
-30
| -0.6% | -$2K | 0.24% | 42 |
|
|
2020
Q4 | $255K | Buy |
5,215
+1,009
| +24% | +$49.3K | 0.19% | 59 |
|
|
2020
Q3 | $155K | Buy |
4,206
+660
| +19% | +$24.3K | 0.14% | 86 |
|
|
2020
Q2 | $137K | Buy |
3,546
+1,384
| +64% | +$53.5K | 0.14% | 94 |
|
|
2020
Q1 | $76K | Sell |
2,162
-690
| -24% | -$24.3K | 0.09% | 118 |
|
|
2019
Q4 | $173K | Buy |
+2,852
| New | +$173K | 0.15% | 85 |
|