Vista 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 | $365K | Hold |
2,879
| – | – | 0.14% | 134 |
|
|
2025
Q1 | $356K | Sell |
2,879
-18
| -0.6% | -$2.23K | 0.14% | 138 |
|
|
2024
Q4 | $317K | Sell |
2,897
-2
| -0.1% | -$219 | 0.12% | 146 |
|
|
2024
Q3 | $341K | Sell |
2,899
-50
| -2% | -$5.88K | 0.13% | 141 |
|
|
2024
Q2 | $296K | Sell |
2,949
-205
| -6% | -$20.6K | 0.12% | 144 |
|
|
2024
Q1 | $325K | Sell |
3,154
-22
| -0.7% | -$2.27K | 0.13% | 142 |
|
|
2023
Q4 | $255K | Sell |
3,176
-175
| -5% | -$14.1K | 0.12% | 148 |
|
|
2023
Q3 | $238K | Hold |
3,351
| – | – | 0.12% | 148 |
|
|
2023
Q2 | $241K | Hold |
3,351
| – | – | 0.12% | 151 |
|
|
2023
Q1 | $234K | Buy |
3,351
+92
| +3% | +$6.41K | 0.12% | 151 |
|
|
2022
Q4 | $247K | Sell |
3,259
-220
| -6% | -$16.7K | 0.14% | 137 |
|
|
2022
Q3 | $215K | Hold |
3,479
| – | – | 0.13% | 147 |
|
|
2022
Q2 | $228K | Sell |
3,479
-15
| -0.4% | -$983 | 0.14% | 151 |
|
|
2022
Q1 | $251K | Hold |
3,494
| – | – | 0.14% | 147 |
|
|
2021
Q4 | $241K | Sell |
3,494
-30
| -0.9% | -$2.07K | 0.13% | 149 |
|
|
2021
Q3 | $248K | Sell |
3,524
-50
| -1% | -$3.52K | 0.15% | 143 |
|
|
2021
Q2 | $221K | Sell |
3,574
-10,487
| -75% | -$648K | 0.13% | 148 |
|
|
2021
Q1 | $939K | Sell |
14,061
-775
| -5% | -$51.8K | 0.58% | 57 |
|
|
2020
Q4 | $727K | Buy |
14,836
+340
| +2% | +$16.7K | 0.49% | 69 |
|
|
2020
Q3 | $534K | Buy |
14,496
+4
| +0% | +$147 | 0.41% | 77 |
|
|
2020
Q2 | $559K | Buy |
14,492
+655
| +5% | +$25.3K | 0.48% | 72 |
|
|
2020
Q1 | $488K | Buy |
13,837
+513
| +4% | +$18.1K | 0.5% | 67 |
|
|
2019
Q4 | $810K | Sell |
13,324
-170
| -1% | -$10.3K | 0.61% | 58 |
|
|
2019
Q3 | $818K | Sell |
13,494
-128
| -0.9% | -$7.76K | 0.67% | 52 |
|
|
2019
Q2 | $759K | Buy |
13,622
+545
| +4% | +$30.4K | 0.64% | 55 |
|
|
2019
Q1 | $650K | Buy |
13,077
+408
| +3% | +$20.3K | 0.57% | 63 |
|
|
2018
Q4 | $563K | Buy |
12,669
+310
| +3% | +$13.8K | 0.58% | 60 |
|
|
2018
Q3 | $617K | Buy |
12,359
+200
| +2% | +$9.99K | 0.55% | 69 |
|
|
2018
Q2 | $622K | Buy |
12,159
+300
| +3% | +$15.3K | 0.61% | 64 |
|
|
2018
Q1 | $611K | Hold |
11,859
| – | – | 0.64% | 61 |
|
|
2017
Q4 | $667K | Buy |
+11,859
| New | +$667K | 0.7% | 52 |
|