WBI Investments’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 | $1.53M | Sell |
12,050
-9,805
| -45% | -$1.24M | 0.4% | 67 |
|
|
2025
Q1 | $2.7M | Buy |
+21,855
| New | +$2.7M | 0.71% | 32 |
|
|
2024
Q3 | – | Sell |
-12,865
| Closed | -$1.29M | – | 245 |
|
|
2024
Q2 | $1.29M | Buy |
+12,865
| New | +$1.29M | 0.31% | 86 |
|
|
2023
Q3 | – | Sell |
-41,123
| Closed | -$2.96M | – | 203 |
|
|
2023
Q2 | $2.96M | Buy |
+41,123
| New | +$2.96M | 0.54% | 48 |
|
|
2023
Q1 | – | Sell |
-30,670
| Closed | -$2.33M | – | 201 |
|
|
2022
Q4 | $2.33M | Buy |
+30,670
| New | +$2.33M | 0.5% | 56 |
|
|
2021
Q4 | – | Sell |
-85,997
| Closed | -$5.87M | – | 198 |
|
|
2021
Q3 | $5.87M | Buy |
+85,997
| New | +$5.87M | 0.98% | 21 |
|
|
2019
Q3 | – | Sell |
-62,593
| Closed | -$3.49M | – | 240 |
|
|
2019
Q2 | $3.49M | Sell |
62,593
-22,198
| -26% | -$1.24M | 0.31% | 68 |
|
|
2019
Q1 | $4.22M | Buy |
+84,791
| New | +$4.22M | 0.32% | 70 |
|
|
2017
Q3 | – | Sell |
-197,046
| Closed | -$10.4M | – | 324 |
|
|
2017
Q2 | $10.4M | Buy |
197,046
+23,394
| +13% | +$1.23M | 0.45% | 46 |
|
|
2017
Q1 | $8.35M | Buy |
173,652
+94,504
| +119% | +$4.54M | 0.37% | 58 |
|
|
2016
Q4 | $3.77M | Buy |
+79,148
| New | +$3.77M | 0.16% | 102 |
|
|
2015
Q3 | – | Sell |
-299,226
| Closed | -$12.4M | – | 202 |
|
|
2015
Q2 | $12.4M | Buy |
+299,226
| New | +$12.4M | 0.31% | 67 |
|