ORG Wealth Partners’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	$29.2K	Hold	231	–	–	0.01%	372
2025 Q1	$28.7K	Sell	231 -411	-64%	-$51.1K	0.01%	396
2024 Q4	$70.2K	Sell	642 -115	-15%	-$12.6K	0.02%	222
2024 Q3	$89K	Buy	+757	New	+$89K	0.03%	197