Atria Investments’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	$1.87M	Buy	13,820 +1,737	+14%	+$237K	0.02%	743
2025 Q4	$1.67M	Buy	12,083 +1,759	+17%	+$232K	0.02%	810
2025 Q3	$1.38M	Sell	10,324 -1,173	-10%	-$150K	0.02%	893
2025 Q2	$1.46M	Buy	11,497 +826	+8%	+$103K	0.02%	863
2025 Q1	$1.32M	Buy	10,671 +1,511	+16%	+$173K	0.02%	889
2024 Q4	$1M	Sell	9,160 -1,872	-17%	-$217K	0.01%	984
2024 Q3	$1.3M	Sell	11,032 -2,534	-19%	-$278K	0.02%	851
2024 Q2	$1.36M	Buy	13,566 +683	+5%	+$68.6K	0.02%	793
2024 Q1	$1.33M	Buy	+12,883	New	+$1.18M	0.02%	819
2023 Q4	–	Sell	-17,236	Closed	-$1.22M	–	918
2023 Q3	$1.22M	Buy	17,236 +1,063	+7%	+$77.1K	0.02%	758
2023 Q2	$1.16M	Buy	+16,173	New	+$1.14M	0.02%	773
2020 Q1	–	Sell	-9,995	Closed	-$607K	–	810
2019 Q4	$607K	Buy	9,995 +6,367	+175%	+$382K	0.02%	715
2019 Q3	$220K	Sell	3,628 -22	-0.6%	-$1.29K	0.01%	815
2019 Q2	$213K	Sell	3,650 -3,793	-51%	-$200K	0.01%	887
2019 Q1	$370K	Buy	+7,443	New	+$353K	0.02%	618
2017 Q4	–	Sell	-5,732	Closed	-$318K	–	843
2017 Q3	$318K	Buy	5,732 +1,032	+22%	+$56.1K	0.02%	590
2017 Q2	$247K	Buy	+4,700	New	+$233K	0.02%	632