United Capital Financial Advisors’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 | $1.48M | Sell |
11,694
-707
| -6% | -$89.7K | 0.01% | 498 |
|
|
2025
Q1 | $1.53M | Buy |
12,401
+267
| +2% | +$33K | 0.01% | 468 |
|
|
2024
Q4 | $1.33M | Buy |
12,134
+161
| +1% | +$17.6K | 0.01% | 494 |
|
|
2024
Q3 | $1.41M | Buy |
11,973
+246
| +2% | +$28.9K | 0.01% | 470 |
|
|
2024
Q2 | $1.18M | Sell |
11,727
-168
| -1% | -$16.9K | 0.01% | 492 |
|
|
2024
Q1 | $1.23M | Sell |
11,895
-877
| -7% | -$90.4K | 0.01% | 518 |
|
|
2023
Q4 | $1.03M | Buy |
12,772
+3,730
| +41% | +$300K | 0.01% | 555 |
|
|
2023
Q3 | $641K | Sell |
9,042
-4,691
| -34% | -$333K | ﹤0.01% | 595 |
|
|
2023
Q2 | $989K | Sell |
13,733
-2,998
| -18% | -$216K | 0.01% | 550 |
|
|
2023
Q1 | $1.17M | Sell |
16,731
-1,492
| -8% | -$104K | 0.01% | 539 |
|
|
2022
Q4 | $1.38M | Buy |
18,223
+2,817
| +18% | +$214K | 0.01% | 552 |
|
|
2022
Q3 | $954K | Buy |
15,406
+3,157
| +26% | +$195K | 0.01% | 622 |
|
|
2022
Q2 | $801K | Buy |
12,249
+2,804
| +30% | +$183K | ﹤0.01% | 674 |
|
|
2022
Q1 | $678K | Buy |
9,445
+5,611
| +146% | +$403K | ﹤0.01% | 762 |
|
|
2021
Q4 | $265K | Buy |
+3,834
| New | +$265K | ﹤0.01% | 1064 |
|
|
2020
Q1 | – | Sell |
-3,329
| Closed | -$202K | – | 1259 |
|
|
2019
Q4 | $202K | Buy |
+3,329
| New | +$202K | ﹤0.01% | 1265 |
|
|
2019
Q3 | – | Sell |
-4,974
| Closed | -$277K | – | 1372 |
|
|
2019
Q2 | $277K | Sell |
4,974
-66
| -1% | -$3.68K | ﹤0.01% | 1232 |
|
|
2019
Q1 | $251K | Buy |
+5,040
| New | +$251K | ﹤0.01% | 1177 |
|
|
2018
Q2 | – | Sell |
-4,346
| Closed | -$224K | – | 1331 |
|
|
2018
Q1 | $224K | Buy |
+4,346
| New | +$224K | ﹤0.01% | 1201 |
|
|
2017
Q4 | – | Sell |
-5,109
| Closed | -$283K | – | 1330 |
|
|
2017
Q3 | $283K | Sell |
5,109
-5,502
| -52% | -$305K | ﹤0.01% | 1131 |
|
|
2017
Q2 | $558K | Sell |
10,611
-1,575
| -13% | -$82.8K | 0.01% | 898 |
|
|
2017
Q1 | $586K | Buy |
+12,186
| New | +$586K | 0.01% | 879 |
|
|
2016
Q3 | – | Sell |
-26,556
| Closed | -$1.17M | – | 1280 |
|
|
2016
Q2 | $1.17M | Buy |
26,556
+20,892
| +369% | +$919K | 0.01% | 692 |
|
|
2016
Q1 | $261K | Buy |
+5,664
| New | +$261K | ﹤0.01% | 1040 |
|
|
2015
Q4 | – | Sell |
-6,757
| Closed | -$309K | – | 1248 |
|
|
2015
Q3 | $309K | Buy |
+6,757
| New | +$309K | ﹤0.01% | 1049 |
|
|
2014
Q4 | – | Sell |
-9,486
| Closed | -$353K | – | 1165 |
|
|
2014
Q3 | $353K | Buy |
+9,486
| New | +$353K | 0.01% | 894 |
|