Sequoia Financial Advisors’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	$3.61M	Sell	26,658 -1,098	-4%	-$150K	0.02%	401
2025 Q4	$3.82M	Buy	27,756 +13,053	+89%	+$1.72M	0.02%	384
2025 Q3	$1.96M	Buy	14,703 +855	+6%	+$110K	0.01%	526
2025 Q2	$1.76M	Buy	13,848 +251	+2%	+$31.2K	0.01%	501
2025 Q1	$1.68M	Sell	13,597 -14	-0.1%	-$1.6K	0.01%	478
2024 Q4	$1.49M	Buy	13,611 +1,943	+17%	+$225K	0.01%	478
2024 Q3	$1.37M	Buy	11,668 +5,775	+98%	+$633K	0.01%	460
2024 Q2	$593K	Buy	5,893 +514	+10%	+$51.6K	0.01%	632
2024 Q1	$554K	Sell	5,379 -5,344	-50%	-$490K	0.01%	656
2023 Q4	$862K	Buy	10,723 +6,795	+173%	+$512K	0.01%	575
2023 Q3	$279K	Buy	3,928 +169	+4%	+$12.3K	﹤0.01%	718
2023 Q2	$271K	Buy	+3,759	New	+$264K	﹤0.01%	741
2023 Q1	–	Sell	-3,213	Closed	-$244K	–	854
2022 Q4	$244K	Buy	+3,213	New	+$231K	0.01%	659