Summit Trail Advisors’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 | $847K | Buy |
+6,653
| New | +$847K | 0.01% | 539 |
|
|
2024
Q4 | – | Sell |
-3,445
| Closed | -$407K | – | 536 |
|
|
2024
Q3 | $407K | Buy |
3,445
+122
| +4% | +$14.4K | 0.01% | 451 |
|
|
2024
Q2 | $336K | Buy |
3,323
+510
| +18% | +$51.5K | 0.01% | 454 |
|
|
2024
Q1 | $291K | Buy |
2,813
+198
| +8% | +$20.5K | 0.01% | 471 |
|
|
2023
Q4 | $211K | Sell |
2,615
-1,080
| -29% | -$87.3K | 0.01% | 482 |
|
|
2023
Q3 | $264K | Buy |
3,695
+414
| +13% | +$29.5K | 0.01% | 413 |
|
|
2023
Q2 | $237K | Buy |
+3,281
| New | +$237K | 0.01% | 430 |
|
|
2018
Q1 | – | Sell |
-4,365
| Closed | -$251K | – | 957 |
|
|
2017
Q4 | $251K | Buy |
+4,365
| New | +$251K | 0.03% | 358 |
|