Waldron Private Wealth’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
Q1 | – | Sell |
-2,300
| Closed | -$253K | – | 352 |
|
|
2024
Q4 | $253K | Hold |
2,300
| – | – | 0.01% | 369 |
|
|
2024
Q3 | $271K | Buy |
2,300
+2
| +0.1% | +$235 | 0.01% | 344 |
|
|
2024
Q2 | $232K | Buy |
2,298
+11
| +0.5% | +$1.11K | 0.01% | 367 |
|
|
2024
Q1 | $236K | Buy |
+2,287
| New | +$236K | 0.01% | 367 |
|
|
2015
Q3 | – | Sell |
-5,323
| Closed | -$201K | – | 145 |
|
|
2015
Q2 | $201K | Buy |
+5,323
| New | +$201K | 0.08% | 114 |
|
|
2015
Q1 | – | Sell |
-6,010
| Closed | -$251K | – | 130 |
|
|
2014
Q4 | $251K | Sell |
6,010
-70
| -1% | -$2.92K | 0.1% | 89 |
|
|
2014
Q3 | $226K | Sell |
6,080
-2,063
| -25% | -$76.7K | 0.11% | 94 |
|
|
2014
Q2 | $292K | Sell |
8,143
-1,220
| -13% | -$43.7K | 0.13% | 76 |
|
|
2014
Q1 | $330K | Sell |
9,363
-2,101
| -18% | -$74.1K | 0.16% | 61 |
|
|
2013
Q4 | $415K | Buy |
+11,464
| New | +$415K | 0.19% | 50 |
|