Stratos Wealth Partners’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 | $281K | Sell |
2,214
-132
| -6% | -$16.7K | ﹤0.01% | 1167 |
|
2025
Q1 | $290K | Sell |
2,346
-228
| -9% | -$28.2K | ﹤0.01% | 1112 |
|
2024
Q4 | $282K | Buy |
2,574
+144
| +6% | +$15.8K | ﹤0.01% | 1171 |
|
2024
Q3 | $286K | Buy |
2,430
+191
| +9% | +$22.5K | ﹤0.01% | 1174 |
|
2024
Q2 | $225K | Sell |
2,239
-258
| -10% | -$25.9K | ﹤0.01% | 1222 |
|
2024
Q1 | $257K | Sell |
2,497
-60
| -2% | -$6.18K | ﹤0.01% | 1164 |
|
2023
Q4 | $206K | Buy |
+2,557
| New | +$206K | ﹤0.01% | 1264 |
|
2023
Q1 | – | Sell |
-3,264
| Closed | -$248K | – | 1164 |
|
2022
Q4 | $248K | Sell |
3,264
-1,997
| -38% | -$151K | 0.01% | 965 |
|
2022
Q3 | $326K | Sell |
5,261
-486
| -8% | -$30.1K | 0.01% | 827 |
|
2022
Q2 | $376K | Buy |
5,747
+94
| +2% | +$6.15K | 0.01% | 835 |
|
2022
Q1 | $406K | Buy |
5,653
+666
| +13% | +$47.8K | 0.01% | 887 |
|
2021
Q4 | $344K | Buy |
4,987
+611
| +14% | +$42.1K | 0.01% | 954 |
|
2021
Q3 | $307K | Buy |
4,376
+21
| +0.5% | +$1.47K | 0.01% | 938 |
|
2021
Q2 | $270K | Buy |
4,355
+3
| +0.1% | +$186 | 0.01% | 1014 |
|
2021
Q1 | $291K | Buy |
4,352
+4
| +0.1% | +$267 | 0.01% | 895 |
|
2020
Q4 | $213K | Buy |
+4,348
| New | +$213K | 0.01% | 978 |
|
2020
Q1 | – | Sell |
-4,501
| Closed | -$274K | – | 966 |
|
2019
Q4 | $274K | Sell |
4,501
-197
| -4% | -$12K | 0.01% | 784 |
|
2019
Q3 | $285K | Buy |
4,698
+3
| +0.1% | +$182 | 0.01% | 743 |
|
2019
Q2 | $262K | Sell |
4,695
-207
| -4% | -$11.6K | 0.01% | 775 |
|
2019
Q1 | $244K | Buy |
4,902
+185
| +4% | +$9.21K | 0.01% | 791 |
|
2018
Q4 | $210K | Sell |
4,717
-720
| -13% | -$32.1K | 0.01% | 782 |
|
2018
Q3 | $272K | Sell |
5,437
-196
| -3% | -$9.81K | 0.01% | 746 |
|
2018
Q2 | $288K | Buy |
5,633
+2
| +0% | +$102 | 0.01% | 762 |
|
2018
Q1 | $290K | Buy |
5,631
+791
| +16% | +$40.7K | 0.01% | 738 |
|
2017
Q4 | $272K | Buy |
4,840
+368
| +8% | +$20.7K | 0.01% | 742 |
|
2017
Q3 | $248K | Sell |
4,472
-2,054
| -31% | -$114K | 0.01% | 767 |
|
2017
Q2 | $343K | Buy |
6,526
+144
| +2% | +$7.57K | 0.02% | 590 |
|
2017
Q1 | $307K | Buy |
6,382
+947
| +17% | +$45.6K | 0.02% | 574 |
|
2016
Q4 | $259K | Sell |
5,435
-1,328
| -20% | -$63.3K | 0.02% | 559 |
|
2016
Q3 | $290K | Buy |
6,763
+874
| +15% | +$37.5K | 0.02% | 501 |
|
2016
Q2 | $261K | Buy |
5,889
+928
| +19% | +$41.1K | 0.02% | 490 |
|
2016
Q1 | $229K | Buy |
4,961
+57
| +1% | +$2.63K | 0.02% | 478 |
|
2015
Q4 | $213K | Sell |
4,904
-1,748
| -26% | -$75.9K | 0.02% | 504 |
|
2015
Q3 | $305K | Buy |
6,652
+1,340
| +25% | +$61.4K | 0.04% | 368 |
|
2015
Q2 | $221K | Sell |
5,312
-546
| -9% | -$22.7K | 0.03% | 445 |
|
2015
Q1 | $245K | Sell |
5,858
-278
| -5% | -$11.6K | 0.03% | 484 |
|
2014
Q4 | $256K | Buy |
+6,136
| New | +$256K | 0.05% | 388 |
|