TOBAM’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 | $55K | Buy |
436
+61
| +16% | +$7.7K | 0.02% | 170 |
|
|
2025
Q1 | $46K | Sell |
375
-835
| -69% | -$102K | 0.02% | 176 |
|
|
2024
Q4 | $132K | Sell |
1,210
-221
| -15% | -$24.1K | 0.04% | 188 |
|
|
2024
Q3 | $168K | Buy |
1,431
+139
| +11% | +$16.3K | 0.03% | 195 |
|
|
2024
Q2 | $130K | Sell |
1,292
-113
| -8% | -$11.4K | 0.02% | 213 |
|
|
2024
Q1 | $145K | Sell |
1,405
-318
| -18% | -$32.8K | 0.01% | 272 |
|
|
2023
Q4 | $138K | Buy |
+1,723
| New | +$138K | 0.01% | 266 |
|
|
2021
Q2 | – | Sell |
-1,221
| Closed | -$82K | – | 436 |
|
|
2021
Q1 | $82K | Hold |
1,221
| – | – | ﹤0.01% | 269 |
|
|
2020
Q4 | $60K | Hold |
1,221
| – | – | ﹤0.01% | 297 |
|
|
2020
Q3 | $45K | Buy |
+1,221
| New | +$45K | ﹤0.01% | 304 |
|