Segment Wealth 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	$275K	Sell	2,036 -301	-13%	-$41.1K	0.02%	268
2025 Q4	$322K	Buy	2,337 +337	+17%	+$44.5K	0.02%	259
2025 Q3	$267K	Hold	2,000	–	–	0.02%	254
2025 Q2	$254K	Hold	2,000	–	–	0.02%	260
2025 Q1	$247K	Hold	2,000	–	–	0.02%	258
2024 Q4	$219K	Hold	2,000	–	–	0.01%	253
2024 Q3	$235K	Hold	2,000	–	–	0.02%	248
2024 Q2	$201K	Hold	2,000	–	–	0.01%	255
2024 Q1	$206K	Buy	+2,000	New	+$183K	0.02%	248
2020 Q1	–	Sell	-4,000	Closed	-$243K	–	203
2019 Q4	$243K	Hold	4,000	–	–	0.04%	212
2019 Q3	$242K	Hold	4,000	–	–	0.05%	183
2019 Q2	$223K	Buy	+4,000	New	+$211K	0.05%	187
2018 Q3	–	Sell	-4,000	Closed	-$205K	–	223
2018 Q2	$205K	Sell	4,000 -200	-5%	-$10.5K	0.05%	195
2018 Q1	$216K	Hold	4,200	–	–	0.05%	182
2017 Q4	$236K	Sell	4,200 -150	-3%	-$8.37K	0.06%	178
2017 Q3	$241K	Hold	4,350	–	–	0.06%	179
2017 Q2	$229K	Hold	4,350	–	–	0.06%	187
2017 Q1	$209K	Hold	4,350	–	–	0.07%	174
2016 Q4	$207K	Buy	+4,350	New	+$199K	0.08%	165
2016 Q2	–	Sell	-4,350	Closed	-$200K	–	155
2016 Q1	$200K	Buy	+4,350	New	+$183K	0.07%	146
2015 Q4	–	Sell	-4,550	Closed	-$208K	–	163
2015 Q3	$208K	Buy	+4,550	New	+$210K	0.08%	152