Strategic Advisors’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 | $230K | Buy |
1,810
+1
| +0.1% | +$127 | 0.05% | 161 |
|
2025
Q1 | $224K | Buy |
+1,809
| New | +$224K | 0.04% | 175 |
|
2024
Q4 | – | Sell |
-1,809
| Closed | -$213K | – | 206 |
|
2024
Q3 | $213K | Buy |
+1,809
| New | +$213K | 0.04% | 191 |
|
2020
Q2 | – | Sell |
-5,501
| Closed | -$213K | – | 151 |
|
2020
Q1 | $213K | Sell |
5,501
-1
| -0% | -$39 | 0.09% | 134 |
|
2019
Q4 | $334K | Hold |
5,502
| – | – | 0.12% | 135 |
|
2019
Q3 | $333K | Hold |
5,502
| – | – | 0.12% | 132 |
|
2019
Q2 | $306K | Sell |
5,502
-944
| -15% | -$52.5K | 0.12% | 133 |
|
2019
Q1 | $320K | Buy |
6,446
+7
| +0.1% | +$348 | 0.12% | 130 |
|
2018
Q4 | $286K | Sell |
6,439
-994
| -13% | -$44.2K | 0.12% | 122 |
|
2018
Q3 | $371K | Sell |
7,433
-630
| -8% | -$31.4K | 0.14% | 117 |
|
2018
Q2 | $412K | Buy |
8,063
+23
| +0.3% | +$1.18K | 0.17% | 109 |
|
2018
Q1 | $414K | Buy |
8,040
+21
| +0.3% | +$1.08K | 0.17% | 104 |
|
2017
Q4 | $451K | Sell |
8,019
-313
| -4% | -$17.6K | 0.18% | 101 |
|
2017
Q3 | $462K | Buy |
8,332
+20
| +0.2% | +$1.11K | 0.2% | 104 |
|
2017
Q2 | $437K | Sell |
8,312
-3,403
| -29% | -$179K | 0.2% | 104 |
|
2017
Q1 | $563K | Buy |
11,715
+22
| +0.2% | +$1.06K | 0.27% | 86 |
|
2016
Q4 | $557K | Sell |
11,693
-178
| -1% | -$8.48K | 0.29% | 82 |
|
2016
Q3 | $508K | Buy |
11,871
+22
| +0.2% | +$941 | 0.28% | 89 |
|
2016
Q2 | $526K | Sell |
11,849
-281
| -2% | -$12.5K | 0.3% | 88 |
|
2016
Q1 | $559K | Sell |
12,130
-990
| -8% | -$45.6K | 0.32% | 90 |
|
2015
Q4 | $570K | Sell |
13,120
-2,080
| -14% | -$90.4K | 0.37% | 78 |
|
2015
Q3 | $696K | Buy |
15,200
+2
| +0% | +$92 | 0.48% | 71 |
|
2015
Q2 | $632K | Sell |
15,198
-2,157
| -12% | -$89.7K | 0.4% | 79 |
|
2015
Q1 | $621K | Buy |
17,355
+2,105
| +14% | +$75.3K | 0.4% | 77 |
|
2014
Q4 | $636K | Sell |
15,250
-105
| -0.7% | -$4.38K | 0.41% | 82 |
|
2014
Q3 | $572K | Sell |
15,355
-2,000
| -12% | -$74.5K | 0.38% | 82 |
|
2014
Q2 | $621K | Hold |
17,355
| – | – | 0.4% | 77 |
|
2014
Q1 | $612K | Buy |
17,355
+2,083
| +14% | +$73.5K | 0.41% | 76 |
|
2013
Q4 | $553K | Buy |
15,272
+1,615
| +12% | +$58.5K | 0.38% | 85 |
|
2013
Q3 | $425K | Sell |
13,657
-224
| -2% | -$6.97K | 0.35% | 87 |
|
2013
Q2 | $433K | Buy |
+13,881
| New | +$433K | 0.39% | 80 |
|