Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $363K | Hold |
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|
2024
Q3 | $390K | Hold |
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|
2024
Q2 | $333K | Hold |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $267K | Hold |
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|
2023
Q3 | $235K | Hold |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $281K | Hold |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $325K | Hold |
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|
2021
Q4 | $312K | Sell |
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|
2021
Q3 | $319K | Hold |
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|
2021
Q2 | $282K | Sell |
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|
2021
Q1 | $305 | Sell |
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|
2020
Q4 | $225K | Hold |
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|
2020
Q3 | $170K | Sell |
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|
2020
Q2 | $178K | Hold |
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|
2020
Q1 | $163K | Hold |
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|
2019
Q4 | $281K | Buy |
|