Congress Wealth Management’s Safety Insurance SAFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.06M	Sell	25,957 -65,707	-72%	-$5.22M	0.02%	549
2025 Q1	$7.23M	Buy	+91,664	New	+$7.23M	0.09%	262
2024 Q4	–	Sell	-6,372	Closed	-$521K	–	921
2024 Q3	$521K	Hold	6,372	–	–	0.01%	632
2024 Q2	$478K	Buy	+6,372	New	+$478K	0.01%	541