Aptus Capital Advisors’s Hartford Financial Services HIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.26M	Buy	9,285 +856	+10%	+$117K	0.01%	548
2025 Q4	$1.16M	Buy	8,429 +793	+10%	+$105K	0.01%	548
2025 Q3	$1.02M	Sell	7,636 -1,813	-19%	-$233K	0.01%	552
2025 Q2	$1.2M	Buy	9,449 +1,428	+18%	+$177K	0.01%	496
2025 Q1	$992K	Buy	8,021 +3,141	+64%	+$360K	0.01%	512
2024 Q4	$535K	Buy	4,880 +1,112	+30%	+$129K	0.01%	617
2024 Q3	$443K	Buy	3,768 +353	+10%	+$38.7K	0.01%	569
2024 Q2	$343K	Buy	3,415 +333	+11%	+$33.4K	0.01%	586
2024 Q1	$318K	Buy	3,082 +591	+24%	+$54.2K	0.01%	616
2023 Q4	$200K	Sell	2,491 -548	-18%	-$41.3K	0.01%	562
2023 Q3	$215K	Buy	+3,039	New	+$221K	0.01%	549
2023 Q1	–	Sell	-10,472	Closed	-$794K	–	834
2022 Q4	$794K	Buy	10,472 +1,261	+14%	+$90.8K	0.03%	290
2022 Q3	$575K	Buy	+9,211	New	+$599K	0.02%	315