Horan Securities’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 Q2	$390K	Sell	3,071 -129	-4%	-$16K	0.14%	95
2025 Q1	$396K	Hold	3,200	–	–	0.15%	85
2024 Q4	$350K	Hold	3,200	–	–	0.13%	84
2024 Q3	$376K	Hold	3,200	–	–	0.15%	82
2024 Q2	$322K	Hold	3,200	–	–	0.14%	77
2024 Q1	$330K	Sell	3,200 -261	-8%	-$23.9K	0.16%	72
2023 Q4	$278K	Buy	3,461 +414	+14%	+$31.2K	0.14%	80
2023 Q3	$216K	Hold	3,047	–	–	0.12%	96
2023 Q2	$219K	Hold	3,047	–	–	0.09%	112
2023 Q1	$212K	Hold	3,047	–	–	0.11%	98
2022 Q4	$231K	Buy	3,047 +63	+2%	+$4.54K	0.13%	82
2022 Q3	$185K	Hold	2,984	–	–	0.11%	93
2022 Q2	$188K	Hold	2,984	–	–	0.11%	96
2022 Q1	$214K	Hold	2,984	–	–	0.13%	76
2021 Q4	$206K	Buy	+2,984	New	+$211K	0.12%	80
2021 Q2	$185K	Hold	2,984	–	–	0.13%	71
2021 Q1	$199K	Hold	2,984	–	–	0.17%	47
2020 Q4	$146K	Buy	+2,984	New	+$129K	0.12%	62
2020 Q3	–	Sell	-100	Closed	-$4K	–	360
2020 Q2	$4K	Buy	+100	New	+$3.81K	﹤0.01%	256