EP Wealth Advisors’s Corebridge Financial CRBG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$693K Buy
19,508
+205
+1% +$7.28K ﹤0.01% 661
2025
Q1
$609K Buy
19,303
+2,593
+16% +$81.9K ﹤0.01% 634
2024
Q4
$500K Sell
16,710
-206
-1% -$6.17K ﹤0.01% 694
2024
Q3
$493K Buy
+16,916
New +$493K ﹤0.01% 697