Milestone Asset Management 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
2025 Q2	–	Sell	-3,151	Closed	-$390K	–	103
2025 Q1	$390K	Buy	+3,151	New	+$390K	0.35%	65