Summit Place Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
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|
2025
Q1 | $3.4M | Buy |
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|
2024
Q4 | $2.93M | Buy |
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|
2024
Q3 | $3.05M | Buy |
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|
2024
Q2 | $2.49M | Buy |
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|
2024
Q1 | $2.45M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $2.02M | Sell |
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|
2021
Q1 | $2.53M | Sell |
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|
2020
Q4 | $2.13M | Buy |
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|
2020
Q3 | $1.57M | Sell |
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|
2020
Q2 | $1.94M | Buy |
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|
2020
Q1 | $1.08M | Buy |
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|
2019
Q4 | $1.7M | Buy |
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