Wealthspire Advisors (New York)’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 | $330K | Sell |
2,602
-275
| -10% | -$34.9K | ﹤0.01% | 642 |
|
|
2025
Q1 | $356K | Buy |
2,877
+88
| +3% | +$10.9K | ﹤0.01% | 596 |
|
|
2024
Q4 | $305K | Buy |
2,789
+481
| +21% | +$52.6K | ﹤0.01% | 640 |
|
|
2024
Q3 | $271K | Sell |
2,308
-8
| -0.3% | -$941 | ﹤0.01% | 640 |
|
|
2024
Q2 | $233K | Sell |
2,316
-172
| -7% | -$17.3K | ﹤0.01% | 589 |
|
|
2024
Q1 | $256K | Sell |
2,488
-194
| -7% | -$20K | ﹤0.01% | 550 |
|
|
2023
Q4 | $216K | Buy |
+2,682
| New | +$216K | ﹤0.01% | 598 |
|
|
2023
Q1 | – | Sell |
-2,661
| Closed | -$202K | – | 558 |
|
|
2022
Q4 | $202K | Sell |
2,661
-583
| -18% | -$44.2K | ﹤0.01% | 544 |
|
|
2022
Q3 | $201K | Buy |
+3,244
| New | +$201K | ﹤0.01% | 479 |
|
|
2021
Q2 | – | Sell |
-4,690
| Closed | -$313K | – | 500 |
|
|
2021
Q1 | $313K | Buy |
4,690
+472
| +11% | +$31.5K | 0.01% | 537 |
|
|
2020
Q4 | $207K | Buy |
+4,218
| New | +$207K | 0.01% | 548 |
|
|
2019
Q1 | – | Sell |
-366
| Closed | -$16K | – | 367 |
|
|
2018
Q4 | $16K | Buy |
+366
| New | +$16K | ﹤0.01% | 389 |
|