Sugarloaf Wealth Management’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $363K | Hold |
3,317
| – | – | 0.07% | 115 |
|
|
2024
Q3 | $390K | Hold |
3,317
| – | – | 0.07% | 110 |
|
|
2024
Q2 | $333K | Hold |
3,317
| – | – | 0.07% | 108 |
|
|
2024
Q1 | $342K | Hold |
3,317
| – | – | 0.07% | 107 |
|
|
2023
Q4 | $267K | Hold |
3,317
| – | – | 0.06% | 110 |
|
|
2023
Q3 | $235K | Hold |
3,317
| – | – | 0.06% | 107 |
|
|
2023
Q2 | $239K | Hold |
3,317
| – | – | 0.06% | 110 |
|
|
2023
Q1 | $231K | Sell |
3,317
-780
| -19% | -$54.4K | 0.06% | 120 |
|
|
2022
Q4 | $311K | Sell |
4,097
-424
| -9% | -$32.2K | 0.08% | 99 |
|
|
2022
Q3 | $281K | Hold |
4,521
| – | – | 0.07% | 100 |
|
|
2022
Q2 | $296K | Hold |
4,521
| – | – | 0.07% | 93 |
|
|
2022
Q1 | $325K | Hold |
4,521
| – | – | 0.08% | 91 |
|
|
2021
Q4 | $312K | Sell |
4,521
-25
| -0.5% | -$1.73K | 0.07% | 100 |
|
|
2021
Q3 | $319K | Hold |
4,546
| – | – | 0.08% | 96 |
|
|
2021
Q2 | $282K | Sell |
4,546
-25
| -0.5% | -$1.55K | 0.08% | 101 |
|
|
2021
Q1 | $305 | Sell |
4,571
-30
| -0.7% | -$2 | 0.09% | 95 |
|
|
2020
Q4 | $225K | Hold |
4,601
| – | – | 0.08% | 107 |
|
|
2020
Q3 | $170K | Sell |
4,601
-15
| -0.3% | -$554 | 0.06% | 118 |
|
|
2020
Q2 | $178K | Hold |
4,616
| – | – | 0.07% | 119 |
|
|
2020
Q1 | $163K | Hold |
4,616
| – | – | 0.07% | 114 |
|
|
2019
Q4 | $281K | Buy |
+4,616
| New | +$281K | 0.12% | 100 |
|