Concurrent Investment Advisors’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	$339K	Buy	2,673 +787	+42%	+$99.8K	0.01%	999
2025 Q1	$233K	Buy	+1,886	New	+$233K	0.01%	1049
2024 Q4	–	Sell	-2,154	Closed	-$253K	–	1069
2024 Q3	$253K	Buy	2,154 +32	+2%	+$3.76K	0.01%	833
2024 Q2	$213K	Buy	+2,122	New	+$213K	0.01%	845