Goldstein Advisors’s Hartford Financial Services HIG Stock Holding History

Goldstein Advisors’s Portfolio HIG Stock Details HIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,000	Closed	-$371K	–	215
2025 Q1	$371K	Hold	3,000	–	–	0.05%	115
2024 Q4	$328K	Hold	3,000	–	–	0.05%	127
2024 Q3	$353K	Hold	3,000	–	–	0.05%	111
2024 Q2	$302K	Hold	3,000	–	–	0.05%	117
2024 Q1	$309K	Hold	3,000	–	–	0.05%	111
2023 Q4	$241K	Sell	3,000 -200	-6%	-$15.1K	0.04%	161
2023 Q3	$227K	Buy	3,200 +200	+7%	+$14.5K	0.05%	125
2023 Q2	$216K	Hold	3,000	–	–	0.05%	137
2023 Q1	$209K	Hold	3,000	–	–	0.05%	134
2022 Q4	$227K	Buy	+3,000	New	+$216K	0.05%	122

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Goldstein Advisors's HIG Position: Q2 2025 in Review

Goldstein Advisors sold out of Hartford Financial Services (HIG) in Q2 2025, closing a stake of 3,000 shares — an estimated $371K sold.

Goldstein Advisors first reported a position in HIG in Q4 2022 and held it in 10 quarters. The position peaked at $371K in Q1 2025. 1,109 funds tracked by Wall St. Rank hold HIG as of Q2 2025.

Goldstein Advisors reported no remaining Hartford Financial Services position as of Q2 2025 after selling out during the quarter.
Goldstein Advisors sold 3,000 Hartford Financial Services shares in Q2 2025, an estimated $371K.
Goldstein Advisors first reported a position in Hartford Financial Services in Q4 2022 and held it in 10 quarters.
Goldstein Advisors's Hartford Financial Services position peaked at $371K in Q1 2025.
1,109 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2025.

Based on Goldstein Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.