Lifestyle Asset 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
2026 Q1	$1.95M	Buy	14,446 +1,280	+10%	+$175K	0.64%	39
2025 Q4	$1.81M	Buy	13,166 +1,281	+11%	+$169K	0.59%	47
2025 Q3	$1.59M	Buy	11,885 +1,815	+18%	+$233K	0.54%	52
2025 Q2	$1.28M	Buy	10,070 +37	+0.4%	+$4.6K	0.6%	35
2025 Q1	$1.24M	Sell	10,033 -1,466	-13%	-$168K	0.68%	27
2024 Q4	$1.26M	Buy	11,499 +98	+0.9%	+$11.4K	0.69%	28
2024 Q3	$1.34M	Buy	11,401 +25	+0.2%	+$2.74K	0.74%	22
2024 Q2	$1.14M	Sell	11,376 -1,424	-11%	-$143K	0.66%	29
2024 Q1	$1.32M	Sell	12,800 -2,332	-15%	-$214K	0.78%	25
2023 Q4	$1.22M	Sell	15,132 -83	-0.5%	-$6.25K	0.68%	29
2023 Q3	$1.08M	Buy	15,215 +421	+3%	+$30.6K	0.65%	30
2023 Q2	$1.07M	Buy	14,794 +86	+0.6%	+$6.04K	0.64%	30
2023 Q1	$1.03M	Buy	14,708 +839	+6%	+$62.3K	0.69%	32
2022 Q4	$1.05M	Buy	+13,869	New	+$998K	0.84%	22