SVB Wealth’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 | $570K | Buy |
+4,493
| New | +$570K | 0.03% | 285 |
|
|
2025
Q1 | – | Sell |
-7,822
| Closed | -$856K | – | 1605 |
|
|
2024
Q4 | $856K | Buy |
+7,822
| New | +$856K | 0.02% | 352 |
|
|
2024
Q3 | – | Sell |
-8,998
| Closed | -$905K | – | 263 |
|
|
2024
Q2 | $905K | Sell |
8,998
-776
| -8% | -$78K | 0.02% | 343 |
|
|
2024
Q1 | $1.01M | Buy |
9,774
+386
| +4% | +$39.8K | 0.02% | 346 |
|
|
2023
Q4 | $755K | Sell |
9,388
-423
| -4% | -$34K | 0.02% | 390 |
|
|
2023
Q3 | $696K | Buy |
9,811
+1,649
| +20% | +$117K | 0.02% | 377 |
|
|
2023
Q2 | $588K | Buy |
8,162
+526
| +7% | +$37.9K | 0.01% | 444 |
|
|
2023
Q1 | $532K | Sell |
7,636
-1,219
| -14% | -$85K | 0.01% | 525 |
|
|
2022
Q4 | $671K | Sell |
8,855
-1,174
| -12% | -$89K | 0.01% | 484 |
|
|
2022
Q3 | $621K | Buy |
10,029
+1,123
| +13% | +$69.5K | 0.01% | 479 |
|
|
2022
Q2 | $583K | Buy |
8,906
+260
| +3% | +$17K | 0.01% | 411 |
|
|
2022
Q1 | $621K | Buy |
8,646
+365
| +4% | +$26.2K | 0.01% | 408 |
|
|
2021
Q4 | $571K | Sell |
8,281
-13,078
| -61% | -$902K | 0.01% | 419 |
|
|
2021
Q3 | $1.5M | Buy |
21,359
+1,386
| +7% | +$97.3K | 0.02% | 306 |
|
|
2021
Q2 | $1.24M | Buy |
19,973
+487
| +2% | +$30.2K | 0.02% | 347 |
|
|
2021
Q1 | $1.3M | Buy |
19,486
+103
| +0.5% | +$6.88K | 0.02% | 304 |
|
|
2020
Q4 | $949K | Buy |
19,383
+5,039
| +35% | +$247K | 0.01% | 340 |
|
|
2020
Q3 | $529K | Buy |
14,344
+1,369
| +11% | +$50.5K | 0.01% | 385 |
|
|
2020
Q2 | $500K | Buy |
12,975
+3,508
| +37% | +$135K | 0.01% | 364 |
|
|
2020
Q1 | $334K | Buy |
9,467
+3,439
| +57% | +$121K | 0.01% | 377 |
|
|
2019
Q4 | $366K | Buy |
6,028
+960
| +19% | +$58.3K | 0.01% | 470 |
|
|
2019
Q3 | $307K | Buy |
5,068
+128
| +3% | +$7.75K | 0.01% | 432 |
|
|
2019
Q2 | $275K | Hold |
4,940
| – | – | 0.01% | 450 |
|
|
2019
Q1 | $246K | Sell |
4,940
-96
| -2% | -$4.78K | 0.01% | 359 |
|
|
2018
Q4 | $224K | Sell |
5,036
-45
| -0.9% | -$2K | 0.01% | 369 |
|
|
2018
Q3 | $254K | Sell |
5,081
-143
| -3% | -$7.15K | 0.01% | 388 |
|
|
2018
Q2 | $267K | Sell |
5,224
-1,500
| -22% | -$76.7K | 0.01% | 386 |
|
|
2018
Q1 | $346K | Sell |
6,724
-400
| -6% | -$20.6K | 0.01% | 369 |
|
|
2017
Q4 | $401K | Buy |
7,124
+839
| +13% | +$47.2K | 0.02% | 366 |
|
|
2017
Q3 | $348K | Sell |
6,285
-164
| -3% | -$9.08K | 0.01% | 384 |
|
|
2017
Q2 | $340K | Buy |
6,449
+381
| +6% | +$20.1K | 0.01% | 390 |
|
|
2017
Q1 | $291K | Sell |
6,068
-3,361
| -36% | -$161K | 0.01% | 411 |
|
|
2016
Q4 | $449K | Sell |
9,429
-9,957
| -51% | -$474K | 0.02% | 360 |
|
|
2016
Q3 | $830K | Sell |
19,386
-3,289
| -15% | -$141K | 0.03% | 273 |
|
|
2016
Q2 | $1.01M | Sell |
22,675
-1,629
| -7% | -$72.3K | 0.04% | 253 |
|
|
2016
Q1 | $1.12M | Sell |
24,304
-16,164
| -40% | -$745K | 0.05% | 246 |
|
|
2015
Q4 | $1.76M | Sell |
40,468
-507
| -1% | -$22K | 0.07% | 216 |
|
|
2015
Q3 | $1.88M | Buy |
40,975
+972
| +2% | +$44.5K | 0.07% | 216 |
|
|
2015
Q2 | $1.66M | Sell |
40,003
-544
| -1% | -$22.6K | 0.06% | 258 |
|
|
2015
Q1 | $1.7M | Hold |
40,547
| – | – | 0.05% | 258 |
|
|
2014
Q4 | $1.69M | Buy |
+40,547
| New | +$1.69M | 0.05% | 256 |
|