McElhenny Sheffield Capital Management’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 Q3	–	Sell	-6,603	Closed	-$664K	–	104
2024 Q2	$664K	Sell	6,603 -753	-10%	-$75.7K	0.23%	35
2024 Q1	$758K	Sell	7,356 -960	-12%	-$98.9K	0.27%	26
2023 Q4	$668K	Buy	+8,316	New	+$668K	0.27%	30