SVB Wealth’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 | $570K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $856K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $905K | Sell |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $755K | Sell |
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|
2023
Q3 | $696K | Buy |
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|
2023
Q2 | $588K | Buy |
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|
2023
Q1 | $532K | Sell |
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|
2022
Q4 | $671K | Sell |
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|
2022
Q3 | $621K | Buy |
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|
2022
Q2 | $583K | Buy |
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|
2022
Q1 | $621K | Buy |
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|
2021
Q4 | $571K | Sell |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $949K | Buy |
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|
2020
Q3 | $529K | Buy |
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|
2020
Q2 | $500K | Buy |
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|
2020
Q1 | $334K | Buy |
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|
2019
Q4 | $366K | Buy |
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|
2019
Q3 | $307K | Buy |
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|
2019
Q2 | $275K | Hold |
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|
2019
Q1 | $246K | Sell |
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|
2018
Q4 | $224K | Sell |
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|
2018
Q3 | $254K | Sell |
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|
2018
Q2 | $267K | Sell |
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|
2018
Q1 | $346K | Sell |
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|
2017
Q4 | $401K | Buy |
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|
2017
Q3 | $348K | Sell |
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|
2017
Q2 | $340K | Buy |
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|
2017
Q1 | $291K | Sell |
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|
2016
Q4 | $449K | Sell |
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|
2016
Q3 | $830K | Sell |
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|
2016
Q2 | $1.01M | Sell |
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|
2016
Q1 | $1.12M | Sell |
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|
2015
Q4 | $1.76M | Sell |
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|
2015
Q3 | $1.88M | Buy |
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|
2015
Q2 | $1.66M | Sell |
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|
2015
Q1 | $1.7M | Hold |
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|
2014
Q4 | $1.69M | Buy |
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