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Source Financial Advisors LLC

SEC CIK
0001830954
Latest filing
Nov 1, 2024

HIG holding history

Hartford Insurance Group, Inc. in every 13F filed by Source Financial Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HIG overviewAll 13F holders of HIGFull Q3 2024 holdings

Shares (Q3 2024)
1,900
Value
$223.5K
% of portfolio
0.1%
Quarters held
3
Since Q1 2022
Holdings of HIG by Source Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20241,900$223.5K0.1%+1,900NewHolders
Q1 20230$00.0%−2,856−100.0%Sold outHolders
Q4 20222,856$216.5K0.1%+2,856NewHolders
Q2 20220$00.0%−3,041−100.0%Sold outHolders
Q1 20223,041$219.0K0.1%+3,041NewHolders