GeoWealth 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	–	Sell	-2	Closed	-$158	–	1280
2025 Q1	$158	Sell	2 -56	-97%	-$4.42K	﹤0.01%	1054
2024 Q4	$4.78K	Sell	58 -18	-24%	-$1.48K	﹤0.01%	1561
2024 Q3	$6.22K	Buy	+76	New	+$6.22K	﹤0.01%	1428