Westside 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 | $79.2K | Buy |
625
+165
| +36% | +$20.9K | 0.01% | 375 |
|
|
2025
Q1 | $56.9K | Hold |
460
| – | – | 0.01% | 386 |
|
|
2024
Q4 | $50.3K | Hold |
460
| – | – | 0.01% | 405 |
|
|
2024
Q3 | $54.1K | Hold |
460
| – | – | 0.01% | 392 |
|
|
2024
Q2 | $46.2K | Hold |
460
| – | – | 0.01% | 400 |
|
|
2024
Q1 | $47.4K | Sell |
460
-177
| -28% | -$18.2K | 0.01% | 388 |
|
|
2023
Q4 | $51.2K | Hold |
637
| – | – | 0.01% | 359 |
|
|
2023
Q3 | $45.2K | Hold |
637
| – | – | 0.01% | 360 |
|
|
2023
Q2 | $45.9K | Hold |
637
| – | – | 0.01% | 364 |
|
|
2023
Q1 | $44.4K | Hold |
637
| – | – | 0.01% | 368 |
|
|
2022
Q4 | $48 | Hold |
637
| – | – | ﹤0.01% | 416 |
|
|
2022
Q3 | $39 | Hold |
637
| – | – | ﹤0.01% | 433 |
|
|
2022
Q2 | $41 | Hold |
637
| – | – | ﹤0.01% | 423 |
|
|
2022
Q1 | $45 | Buy |
637
+460
| +260% | +$32 | ﹤0.01% | 422 |
|
|
2021
Q4 | $12 | Hold |
177
| – | – | ﹤0.01% | 570 |
|
|
2021
Q3 | $12 | Hold |
177
| – | – | ﹤0.01% | 553 |
|
|
2021
Q2 | $10 | Hold |
177
| – | – | ﹤0.01% | 572 |
|
|
2021
Q1 | $11 | Sell |
177
-1,000
| -85% | -$62 | ﹤0.01% | 540 |
|
|
2020
Q4 | $57 | Hold |
1,177
| – | – | ﹤0.01% | 337 |
|
|
2020
Q3 | $43 | Hold |
1,177
| – | – | ﹤0.01% | 356 |
|
|
2020
Q2 | $45 | Hold |
1,177
| – | – | ﹤0.01% | 336 |
|
|
2020
Q1 | $41 | Buy |
+1,177
| New | +$41 | ﹤0.01% | 341 |
|
|
2019
Q2 | $65 | Buy |
+1,177
| New | +$65 | ﹤0.01% | 288 |
|
|
2018
Q4 | $56.8K | Sell |
1,277
-761
| -37% | -$33.8K | 0.02% | 278 |
|
|
2018
Q3 | $101K | Hold |
2,038
| – | – | 0.03% | 200 |
|
|
2018
Q2 | $105K | Hold |
2,038
| – | – | 0.04% | 221 |
|
|
2018
Q1 | $103K | Hold |
2,038
| – | – | 0.06% | 211 |
|
|
2017
Q4 | $112K | Sell |
2,038
-73
| -3% | -$4K | 0.06% | 204 |
|
|
2017
Q3 | $117K | Sell |
2,111
-54
| -2% | -$3K | 0.07% | 184 |
|
|
2017
Q2 | $114K | Hold |
2,165
| – | – | 0.07% | 183 |
|
|
2017
Q1 | $103K | Buy |
2,165
+1,000
| +86% | +$47.8K | 0.05% | 187 |
|
|
2016
Q4 | $56.5K | Buy |
+1,165
| New | +$56.5K | 0.04% | 179 |
|