Tortoise Investment 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
Q2 | $195K | Buy |
1,535
+12
| +0.8% | +$1.52K | 0.02% | 221 |
|
2025
Q1 | $188K | Hold |
1,523
| – | – | 0.02% | 220 |
|
2024
Q4 | $167K | Hold |
1,523
| – | – | 0.02% | 245 |
|
2024
Q3 | $179K | Buy |
1,523
+1,515
| +18,938% | +$178K | 0.02% | 239 |
|
2024
Q2 | $804 | Hold |
8
| – | – | ﹤0.01% | 822 |
|
2024
Q1 | $824 | Hold |
8
| – | – | ﹤0.01% | 815 |
|
2023
Q4 | $643 | Hold |
8
| – | – | ﹤0.01% | 748 |
|
2023
Q3 | $567 | Buy |
+8
| New | +$567 | ﹤0.01% | 756 |
|
2022
Q1 | – | Sell |
-230
| Closed | -$16K | – | 674 |
|
2021
Q4 | $16K | Hold |
230
| – | – | ﹤0.01% | 425 |
|
2021
Q3 | $16K | Hold |
230
| – | – | ﹤0.01% | 409 |
|
2021
Q2 | $14K | Buy |
+230
| New | +$14K | ﹤0.01% | 425 |
|
2018
Q4 | – | Sell |
-500
| Closed | -$25K | – | 552 |
|
2018
Q3 | $25K | Hold |
500
| – | – | 0.01% | 298 |
|
2018
Q2 | $26K | Hold |
500
| – | – | 0.01% | 302 |
|
2018
Q1 | $26K | Hold |
500
| – | – | 0.01% | 299 |
|
2017
Q4 | $28K | Hold |
500
| – | – | 0.01% | 292 |
|
2017
Q3 | $28K | Hold |
500
| – | – | 0.01% | 277 |
|
2017
Q2 | $26K | Hold |
500
| – | – | 0.01% | 268 |
|
2017
Q1 | $24K | Hold |
500
| – | – | 0.01% | 259 |
|
2016
Q4 | $24K | Buy |
+500
| New | +$24K | 0.01% | 257 |
|