Steward Partners Investment Advisory’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.65M | Buy |
19,630
+664
| +4% | +$90.6K | 0.01% | 746 |
|
|
2025
Q4 | $2.61M | Buy |
18,966
+348
| +2% | +$45.9K | 0.01% | 677 |
|
|
2025
Q3 | $2.48M | Buy |
18,618
+5,889
| +46% | +$755K | 0.01% | 692 |
|
|
2025
Q2 | $1.61M | Sell |
12,729
-19
| -0.1% | -$2.36K | 0.01% | 791 |
|
|
2025
Q1 | $1.58M | Sell |
12,748
-88
| -0.7% | -$10.1K | 0.01% | 743 |
|
|
2024
Q4 | $1.4M | Buy |
12,836
+4,127
| +47% | +$478K | 0.01% | 747 |
|
|
2024
Q3 | $1.02M | Buy |
8,709
+1,592
| +22% | +$175K | 0.01% | 840 |
|
|
2024
Q2 | $715K | Sell |
7,117
-149
| -2% | -$15K | 0.01% | 920 |
|
|
2024
Q1 | $749K | Buy |
7,266
+71
| +1% | +$6.51K | 0.01% | 896 |
|
|
2023
Q4 | $578K | Sell |
7,195
-446
| -6% | -$33.6K | 0.01% | 939 |
|
|
2023
Q3 | $542K | Sell |
7,641
-437
| -5% | -$31.7K | 0.01% | 894 |
|
|
2023
Q2 | $582K | Sell |
8,078
-199
| -2% | -$14K | 0.01% | 885 |
|
|
2023
Q1 | $577K | Buy |
8,277
+681
| +9% | +$50.6K | 0.01% | 874 |
|
|
2022
Q4 | $576K | Buy |
7,596
+300
| +4% | +$21.6K | 0.01% | 851 |
|
|
2022
Q3 | $452K | Buy |
7,296
+578
| +9% | +$37.6K | 0.01% | 887 |
|
|
2022
Q2 | $440K | Sell |
6,718
-7
| -0.1% | -$491 | 0.01% | 896 |
|
|
2022
Q1 | $483K | Buy |
6,725
+162
| +2% | +$11.4K | 0.01% | 935 |
|
|
2021
Q4 | $453K | Sell |
6,563
-112
| -2% | -$7.9K | 0.01% | 971 |
|
|
2021
Q3 | $469K | Buy |
6,675
+23
| +0.3% | +$1.52K | 0.01% | 929 |
|
|
2021
Q2 | $412K | Sell |
6,652
-6,916
| -51% | -$453K | 0.01% | 1015 |
|
|
2021
Q1 | $906K | Buy |
13,568
+6,807
| +101% | +$368K | 0.02% | 677 |
|
|
2020
Q4 | $331K | Sell |
6,761
-110
| -2% | -$4.75K | 0.01% | 879 |
|
|
2020
Q3 | $253K | Buy |
6,871
+57
| +0.8% | +$2.27K | 0.01% | 867 |
|
|
2020
Q2 | $263K | Sell |
6,814
-792
| -10% | -$30.2K | 0.01% | 794 |
|
|
2020
Q1 | $268K | Sell |
7,606
-74
| -1% | -$3.85K | 0.01% | 707 |
|
|
2019
Q4 | $466K | Buy |
7,680
+230
| +3% | +$13.8K | 0.01% | 641 |
|
|
2019
Q3 | $451K | Sell |
7,450
-181
| -2% | -$10.6K | 0.02% | 611 |
|
|
2019
Q2 | $425K | Buy |
7,631
+1,013
| +15% | +$53.5K | 0.02% | 597 |
|
|
2019
Q1 | $329K | Sell |
6,618
-138
| -2% | -$6.55K | 0.01% | 615 |
|
|
2018
Q4 | $300K | Sell |
6,756
-75
| -1% | -$3.37K | 0.01% | 602 |
|
|
2018
Q3 | $341K | Buy |
6,831
+5,464
| +400% | +$281K | 0.02% | 589 |
|
|
2018
Q2 | $70K | Buy |
1,367
+128
| +10% | +$6.71K | ﹤0.01% | 969 |
|
|
2018
Q1 | $63K | Buy |
1,239
+148
| +14% | +$8.1K | ﹤0.01% | 919 |
|
|
2017
Q4 | $61K | Buy |
1,091
+532
| +95% | +$29.7K | ﹤0.01% | 770 |
|
|
2017
Q3 | $31K | Sell |
559
-3,203
| -85% | -$174K | ﹤0.01% | 817 |
|
|
2017
Q2 | $197K | Sell |
3,762
-1,809
| -32% | -$89.7K | 0.02% | 407 |
|
|
2017
Q1 | $267K | Buy |
+5,571
| New | +$270K | 0.04% | 292 |
|
Other funds holding HIG
VCM
VPM
