Waverly 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 | $232K | Buy |
1,826
+209
| +13% | +$26.5K | ﹤0.01% | 1074 |
|
|
2025
Q1 | $200K | Buy |
+1,617
| New | +$200K | ﹤0.01% | 1055 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$9K | – | 247 |
|
|
2015
Q3 | $9K | Hold |
200
| – | – | 0.01% | 349 |
|
|
2015
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 291 |
|
|
2014
Q4 | – | Sell |
-4,014
| Closed | -$150K | – | 527 |
|
|
2014
Q3 | $150K | Sell |
4,014
-600
| -13% | -$22.4K | 0.08% | 103 |
|
|
2014
Q2 | $165K | Buy |
4,614
+4
| +0.1% | +$143 | 0.07% | 109 |
|
|
2014
Q1 | $163K | Buy |
4,610
+510
| +12% | +$18K | 0.07% | 105 |
|
|
2013
Q4 | $149K | Buy |
4,100
+3,900
| +1,950% | +$142K | 0.05% | 174 |
|
|
2013
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 480 |
|