Legacy Financial 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	$248K	Buy	1,835 +88	+5%	+$12K	0.03%	357
2025 Q4	$241K	Buy	1,747 +41	+2%	+$5.41K	0.03%	354
2025 Q3	$228K	Sell	1,706 -2	-0.1%	-$257	0.03%	377
2025 Q2	$217K	Buy	1,708 +73	+4%	+$9.07K	0.03%	323
2025 Q1	$202K	Buy	+1,635	New	+$187K	0.03%	349
2024 Q4	–	Sell	-2,130	Closed	-$251K	–	357
2024 Q3	$251K	Buy	+2,130	New	+$234K	0.04%	303
2024 Q2	–	Sell	-1,982	Closed	-$204K	–	345
2024 Q1	$204K	Buy	+1,982	New	+$182K	0.04%	308
2019 Q2	–	Sell	-1,890	Closed	-$94K	–	444
2019 Q1	$94K	Buy	1,890 +323	+21%	+$15.3K	0.03%	174
2018 Q4	$70K	Buy	1,567 +1,222	+354%	+$55K	0.03%	187
2018 Q3	$17K	Hold	345	–	–	0.01%	398
2018 Q2	$18K	Buy	345 +42	+14%	+$2.2K	0.01%	400
2018 Q1	$15K	Hold	303	–	–	0.01%	401
2017 Q4	$17K	Buy	+303	New	+$16.9K	0.01%	391