Carret Asset Management’s F&G Annuities & Life FG Stock Holding History

Carret Asset Management’s Portfolio FG Stock Details FG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$544K	Sell
2025 Q2	$561K	Sell
2025 Q1	$634K	Hold
2024 Q4	$729K	Hold
2024 Q3	$787K	Buy
2024 Q2	$663K	Hold
2024 Q1	$707K	Hold
2023 Q4	$802K	Sell
2023 Q3	$491K	Buy