Forum Financial Management’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
2025
Q3
$726K Buy
2025
Q2
$621K Buy
2025
Q1
$589K Hold
2024
Q4
$521K Sell
2024
Q3
$643K Sell
2024
Q2
$550K Buy
2024
Q1
$562K Buy
2023
Q4
$438K Buy
2023
Q3
$340K Hold
2023
Q2
$345K Buy
2023
Q1
$330K Sell
2022
Q4
$362K Buy
2022
Q3
$291K Hold
2022
Q2
$308K Hold
2022
Q1
$337K Hold
2021
Q4
$325K Buy