Congress Wealth Management’s Safety Insurance SAFT Stock Holding History

Congress Wealth Management’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 Q2	$2.06M	Sell
2025 Q1	$7.23M	Buy
2024 Q4	–	Sell
2024 Q3	$521K	Hold
2024 Q2	$478K	Buy