Synergy Asset Management’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
Q1 | – | Sell |
-35
| Closed | -$4.12K | – | 389 |
|
|
2024
Q4 | $4.12K | Buy |
+35
| New | +$4.12K | ﹤0.01% | 595 |
|
|
2023
Q2 | – | Sell |
-16,487
| Closed | -$1.15M | – | 106 |
|
|
2023
Q1 | $1.15M | Sell |
16,487
-2,742
| -14% | -$191K | 0.28% | 62 |
|
|
2022
Q4 | $1.46M | Buy |
19,229
+1,014
| +6% | +$76.9K | 0.37% | 55 |
|
|
2022
Q3 | $1.13M | Buy |
+18,215
| New | +$1.13M | 0.3% | 50 |
|