SPFA
Summit Place Financial Advisors’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
27,560
+50
| +0.2% | +$6.34K | 1.76% | 21 |
|
|
2025
Q1 | $3.4M | Buy |
27,510
+765
| +3% | +$94.7K | 1.92% | 16 |
|
|
2024
Q4 | $2.93M | Buy |
26,745
+835
| +3% | +$91.3K | 1.66% | 24 |
|
|
2024
Q3 | $3.05M | Buy |
25,910
+1,150
| +5% | +$135K | 1.7% | 25 |
|
|
2024
Q2 | $2.49M | Buy |
24,760
+955
| +4% | +$96K | 1.47% | 31 |
|
|
2024
Q1 | $2.45M | Buy |
+23,805
| New | +$2.45M | 1.44% | 31 |
|
|
2021
Q4 | – | Sell |
-3,400
| Closed | -$239K | – | 103 |
|
|
2021
Q3 | $239K | Sell |
3,400
-29,130
| -90% | -$2.05M | 0.17% | 98 |
|
|
2021
Q2 | $2.02M | Sell |
32,530
-5,390
| -14% | -$334K | 1.48% | 34 |
|
|
2021
Q1 | $2.53M | Sell |
37,920
-5,475
| -13% | -$366K | 2.04% | 6 |
|
|
2020
Q4 | $2.13M | Buy |
43,395
+675
| +2% | +$33.1K | 1.84% | 18 |
|
|
2020
Q3 | $1.58M | Sell |
42,720
-7,580
| -15% | -$279K | 1.58% | 27 |
|
|
2020
Q2 | $1.94M | Buy |
50,300
+19,630
| +64% | +$757K | 3.07% | 8 |
|
|
2020
Q1 | $1.08M | Buy |
30,670
+2,650
| +9% | +$93.4K | 2.31% | 20 |
|
|
2019
Q4 | $1.7M | Buy |
+28,020
| New | +$1.7M | 2.7% | 16 |
|