Halbert Hargrove Global Advisors’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	$72.1K	Hold	533	–	–	﹤0.01%	166
2025 Q4	$73.4K	Sell	533 -67	-11%	-$8.84K	﹤0.01%	161
2025 Q3	$80K	Buy	600 +67	+13%	+$8.59K	﹤0.01%	154
2025 Q2	$67.6K	Sell	533 -15	-3%	-$1.86K	﹤0.01%	134
2025 Q1	$67.8K	Buy	548 +15	+3%	+$1.72K	﹤0.01%	138
2024 Q4	$58.3K	Buy	+533	New	+$61.8K	﹤0.01%	142
2015 Q3	–	Sell	-10,144	Closed	-$422K	–	127
2015 Q2	$422K	Sell	10,144 -336	-3%	-$14K	0.1%	105
2015 Q1	$438K	Buy	10,480 +4,426	+73%	+$181K	0.14%	107
2014 Q4	$252K	Sell	6,054 -208	-3%	-$8.23K	0.13%	109
2014 Q3	$233K	Buy	+6,262	New	+$227K	0.06%	124