Valeo 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 | $235K | Sell |
1,855
-23
| -1% | -$2.92K | 0.01% | 648 |
|
|
2025
Q1 | $232K | Sell |
1,878
-116
| -6% | -$14.4K | 0.01% | 599 |
|
|
2024
Q4 | $218K | Buy |
1,994
+193
| +11% | +$21.1K | 0.01% | 624 |
|
|
2024
Q3 | $212K | Buy |
+1,801
| New | +$212K | 0.01% | 634 |
|
|
2021
Q2 | – | Sell |
-282
| Closed | -$19K | – | 993 |
|
|
2021
Q1 | $19K | Hold |
282
| – | – | ﹤0.01% | 1105 |
|
|
2020
Q4 | $14K | Hold |
282
| – | – | ﹤0.01% | 1090 |
|
|
2020
Q3 | $10K | Sell |
282
-30
| -10% | -$1.06K | ﹤0.01% | 1040 |
|
|
2020
Q2 | $12K | Buy |
312
+30
| +11% | +$1.15K | ﹤0.01% | 1159 |
|
|
2020
Q1 | $12K | Buy |
282
+12
| +4% | +$511 | ﹤0.01% | 986 |
|
|
2019
Q4 | $16K | Hold |
270
| – | – | ﹤0.01% | 960 |
|
|
2019
Q3 | $16K | Hold |
270
| – | – | ﹤0.01% | 892 |
|
|
2019
Q2 | $15K | Sell |
270
-10
| -4% | -$556 | ﹤0.01% | 916 |
|
|
2019
Q1 | $14K | Hold |
280
| – | – | ﹤0.01% | 861 |
|
|
2018
Q4 | $12K | Sell |
280
-28
| -9% | -$1.2K | ﹤0.01% | 825 |
|
|
2018
Q3 | $14K | Buy |
308
+27
| +10% | +$1.23K | ﹤0.01% | 861 |
|
|
2018
Q2 | $14K | Hold |
281
| – | – | ﹤0.01% | 856 |
|
|
2018
Q1 | $14K | Hold |
281
| – | – | ﹤0.01% | 829 |
|
|
2017
Q4 | $16K | Buy |
281
+11
| +4% | +$626 | ﹤0.01% | 718 |
|
|
2017
Q3 | $15K | Buy |
+270
| New | +$15K | ﹤0.01% | 609 |
|