Lockerman Financial Group’s Hartford Financial Services HIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,000	Closed	-$412K	–	110
2024 Q1	$412K	Hold	4,000	–	–	0.79%	40
2023 Q4	$322K	Hold	4,000	–	–	0.74%	43
2023 Q3	$284K	Hold	4,000	–	–	0.76%	45
2023 Q2	$288K	Hold	4,000	–	–	0.8%	43
2023 Q1	$279K	Sell	4,000 -10	-0.2%	-$697	0.77%	45
2022 Q4	$304K	Hold	4,010	–	–	0.89%	37
2022 Q3	$248K	Hold	4,010	–	–	0.71%	43
2022 Q2	$262K	Hold	4,010	–	–	0.84%	41
2022 Q1	$288K	Hold	4,010	–	–	0.78%	37
2021 Q4	$277K	Buy	+4,010	New	+$277K	0.72%	44