Summit Financial’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 | $676K | Sell |
5,306
-822
| -13% | -$105K | 0.02% | 501 |
|
|
2025
Q1 | $758K | Sell |
6,128
-711
| -10% | -$88K | 0.02% | 425 |
|
|
2024
Q4 | $751K | Buy |
6,839
+1,033
| +18% | +$113K | 0.03% | 371 |
|
|
2024
Q3 | $685K | Buy |
5,806
+3,190
| +122% | +$376K | 0.03% | 323 |
|
|
2024
Q2 | $264K | Sell |
2,616
-196
| -7% | -$19.8K | 0.01% | 439 |
|
|
2024
Q1 | $291K | Buy |
+2,812
| New | +$291K | 0.02% | 321 |
|
|
2022
Q4 | – | Sell |
-3,562
| Closed | -$222K | – | 257 |
|
|
2022
Q3 | $222K | Buy |
3,562
+326
| +10% | +$20.3K | 0.02% | 236 |
|
|
2022
Q2 | $213K | Hold |
3,236
| – | – | 0.02% | 222 |
|
|
2022
Q1 | $234K | Hold |
3,236
| – | – | 0.02% | 234 |
|
|
2021
Q4 | $226K | Buy |
+3,236
| New | +$226K | 0.02% | 230 |
|