Allworth Financial’s Safety Insurance SAFT Stock Holding History

Allworth Financial’s Portfolio SAFT Stock Details SAFT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$15.7K	Buy
2025 Q2	$8.34K	Buy
2025 Q1	$3.95K	Buy
2024 Q4	$617	Hold
2024 Q3	$655	Hold
2024 Q2	$668	Hold
2024 Q1	$658	Hold
2023 Q4	$608	Sell
2023 Q3	$1.09K	Buy