Curi RMB Capital’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	$1.02M	Sell	7,488 -738	-9%	-$101K	0.02%	441
2025 Q4	$1.14M	Sell	8,226 -161	-2%	-$21.2K	0.02%	438
2025 Q3	$1.12M	Buy	8,387 +94	+1%	+$12.1K	0.02%	405
2025 Q2	$1.05M	Buy	+8,293	New	+$1.03M	0.02%	410
2019 Q3	–	Sell	-202	Closed	-$11K	–	745
2019 Q2	$11K	Sell	202 -483	-71%	-$25.5K	﹤0.01%	731
2019 Q1	$34K	Buy	+685	New	+$32.5K	﹤0.01%	768
2018 Q4	–	Sell	-814	Closed	-$41K	–	936
2018 Q3	$41K	Hold	814	–	–	﹤0.01%	877
2018 Q2	$42K	Buy	814 +24	+3%	+$1.26K	﹤0.01%	884
2018 Q1	$41K	Sell	790 -171	-18%	-$9.36K	﹤0.01%	881
2017 Q4	$54K	Buy	961 +134	+16%	+$7.47K	﹤0.01%	873
2017 Q3	$46K	Buy	+827	New	+$45K	﹤0.01%	692
2017 Q2	–	Sell	-650	Closed	-$31K	–	749
2017 Q1	$31K	Buy	+650	New	+$31.5K	﹤0.01%	546
2016 Q4	–	Hold	0	–	–	–	507
2016 Q3	–	Hold	0	–	–	–	467