Trek Financial’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 | $255K | Sell |
2,009
-245
| -11% | -$31.1K | 0.02% | 367 |
|
|
2025
Q1 | $279K | Sell |
2,254
-426
| -16% | -$52.7K | 0.02% | 322 |
|
|
2024
Q4 | $293K | Buy |
+2,680
| New | +$293K | 0.02% | 333 |
|
|
2022
Q3 | – | Sell |
-9,066
| Closed | -$593K | – | 219 |
|
|
2022
Q2 | $593K | Buy |
+9,066
| New | +$593K | 0.06% | 124 |
|