Summit Securities Group’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 | $24.2K | Sell |
191
-326
| -63% | -$41.4K | ﹤0.01% | 555 |
|
2025
Q1 | $64K | Buy |
+517
| New | +$64K | 0.01% | 186 |
|
2024
Q3 | – | Sell |
-714
| Closed | -$72K | – | 582 |
|
2024
Q2 | $72K | Buy |
714
+712
| +35,600% | +$71.8K | 0.01% | 163 |
|
2024
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 499 |
|
2023
Q3 | – | Sell |
-405
| Closed | -$29K | – | 602 |
|
2023
Q2 | $29K | Sell |
405
-214
| -35% | -$15.3K | ﹤0.01% | 417 |
|
2023
Q1 | $43K | Buy |
619
+297
| +92% | +$20.6K | ﹤0.01% | 331 |
|
2022
Q4 | $24K | Buy |
+322
| New | +$24K | ﹤0.01% | 639 |
|
2022
Q3 | – | Sell |
-687
| Closed | -$45K | – | 806 |
|
2022
Q2 | $45K | Buy |
687
+550
| +401% | +$36K | 0.01% | 401 |
|
2022
Q1 | $10K | Sell |
137
-3,899
| -97% | -$285K | ﹤0.01% | 597 |
|
2021
Q4 | $279K | Buy |
+4,036
| New | +$279K | 0.01% | 295 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 406 |
|
2021
Q2 | – | Sell |
-3,400
| Closed | -$227K | – | 390 |
|
2021
Q1 | $227K | Buy |
+3,400
| New | +$227K | 0.02% | 220 |
|
2020
Q1 | – | Sell |
-5,200
| Closed | -$316K | – | 176 |
|
2019
Q4 | $316K | Buy |
+5,200
| New | +$316K | 0.02% | 163 |
|
2015
Q1 | – | Sell |
-16,600
| Closed | -$692K | – | 419 |
|
2014
Q4 | $692K | Buy |
16,600
+3,400
| +26% | +$142K | 0.2% | 85 |
|
2014
Q3 | $492K | Buy |
13,200
+6,500
| +97% | +$242K | 0.14% | 106 |
|
2014
Q2 | $240K | Buy |
+6,700
| New | +$240K | 0.08% | 146 |
|
2014
Q1 | – | Sell |
-1,300
| Closed | -$47K | – | 398 |
|
2013
Q4 | $47K | Buy |
1,300
+100
| +8% | +$3.62K | 0.01% | 268 |
|
2013
Q3 | $37K | Buy |
+1,200
| New | +$37K | 0.01% | 188 |
|