Transamerica Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $408K | Buy |
3,009
+826
| +38% | +$113K | 0.03% | 306 |
|
|
2025
Q4 | $301K | Buy |
2,183
+180
| +9% | +$23.8K | 0.03% | 302 |
|
|
2025
Q3 | $267K | Buy |
2,003
+571
| +40% | +$73.2K | 0.02% | 295 |
|
|
2025
Q2 | $182K | Sell |
1,432
-68
| -5% | -$8.45K | 0.02% | 227 |
|
|
2025
Q1 | $186K | Sell |
1,500
-24
| -2% | -$2.75K | 0.02% | 225 |
|
|
2024
Q4 | $167K | Sell |
1,524
-9
| -0.6% | -$1.04K | 0.02% | 228 |
|
|
2024
Q3 | $181K | Buy |
1,533
+493
| +47% | +$54K | 0.02% | 235 |
|
|
2024
Q2 | $105K | Hold |
1,040
| – | – | 0.01% | 234 |
|
|
2024
Q1 | $108K | Sell |
1,040
-53
| -5% | -$4.86K | 0.01% | 255 |
|
|
2023
Q4 | $88K | Sell |
1,093
-199
| -15% | -$15K | 0.01% | 275 |
|
|
2023
Q3 | $92K | Buy |
1,292
+17
| +1% | +$1.23K | 0.01% | 256 |
|
|
2023
Q2 | $92K | Buy |
+1,275
| New | +$89.5K | 0.01% | 258 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$1K | – | 649 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 520 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 489 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$70 | ﹤0.01% | 503 |
|
|
2020
Q3 | – | Sell |
-169
| Closed | -$7K | – | 306 |
|
|
2020
Q2 | $7K | Buy |
+169
| New | +$6.44K | ﹤0.01% | 277 |
|
|
2019
Q3 | – | Sell |
-9
| Closed | -$1K | – | 270 |
|
|
2019
Q2 | $1K | Buy |
+9
| New | +$475 | ﹤0.01% | 455 |
|
|
2019
Q1 | – | Sell |
-4
| Closed | -$1K | – | 240 |
|
|
2018
Q4 | $1K | Sell |
4
-1
| -20% | -$45 | ﹤0.01% | 420 |
|
|
2018
Q3 | $1K | Sell |
5
-4
| -44% | -$206 | ﹤0.01% | 424 |
|
|
2018
Q2 | $1K | Sell |
9
-10,913
| -100% | -$572K | ﹤0.01% | 390 |
|
|
2018
Q1 | $563K | Sell |
10,922
-489
| -4% | -$26.8K | 0.08% | 167 |
|
|
2017
Q4 | $643K | Sell |
11,411
-78
| -0.7% | -$4.35K | 0.09% | 177 |
|
|
2017
Q3 | $637K | Sell |
11,489
-344
| -3% | -$18.7K | 0.08% | 173 |
|
|
2017
Q2 | $623K | Buy |
+11,833
| New | +$586K | 0.08% | 162 |
|
|
2016
Q2 | – | Sell |
-133
| Closed | -$7K | – | 525 |
|
|
2016
Q1 | $7K | Sell |
133
-8,195
| -98% | -$344K | ﹤0.01% | 589 |
|
|
2015
Q4 | $362K | Hold |
8,328
| – | – | 0.03% | 267 |
|
|
2015
Q3 | $382K | Sell |
8,328
-182
| -2% | -$8.41K | 0.03% | 235 |
|
|
2015
Q2 | $354K | Hold |
8,510
| – | – | 0.03% | 268 |
|
|
2015
Q1 | $356K | Sell |
8,510
-106
| -1% | -$4.34K | 0.02% | 269 |
|
|
2014
Q4 | $360K | Sell |
8,616
-102
| -1% | -$4.04K | 0.03% | 231 |
|
|
2014
Q3 | $325K | Hold |
8,718
| – | – | 0.03% | 214 |
|
|
2014
Q2 | $313K | Buy |
8,718
+658
| +8% | +$23.2K | 0.03% | 230 |
|
|
2014
Q1 | $285K | Sell |
8,060
-53
| -0.7% | -$1.84K | 0.03% | 215 |
|
|
2013
Q4 | $294K | Buy |
+8,113
| New | +$279K | 0.03% | 209 |
|
Other funds holding HIG
VCM
VPM
