Stonebridge Financial Group’s Clear Secure YOU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-700	Closed	-$18.1K	–	973
2025 Q1	$18.1K	Hold	700	–	–	﹤0.01%	513
2024 Q4	$18.6K	Buy	+700	New	+$18.6K	﹤0.01%	503