Bison Wealth’s Hartford Financial Services HIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,783
Closed -$210K 365
2024
Q3
$210K Sell
1,783
-472
-21% -$55.5K 0.03% 393
2024
Q2
$232K Hold
2,255
0.04% 372
2024
Q1
$232K Buy
+2,255
New +$232K 0.04% 372