TriaGen Wealth Management’s SelectQuote SLQT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$664K	Hold	1,055,500	–	–	0.18%	104
2025 Q4	$1.49M	Hold	1,055,500	–	–	0.39%	64
2025 Q3	$2.07M	Hold	1,055,500	–	–	0.54%	61
2025 Q2	$2.51M	Buy	1,055,500 +1,020,000	+2,873%	+$2.68M	0.76%	32
2025 Q1	$119K	Sell	35,500 -5,000	-12%	-$21.2K	0.04%	161
2024 Q4	$151K	Hold	40,500	–	–	0.05%	164
2024 Q3	$87.9K	Buy	40,500 +4,300	+12%	+$14.1K	0.03%	169
2024 Q2	$99.9K	Sell	36,200 -14,300	-28%	-$34.4K	0.04%	158
2024 Q1	$101K	Buy	50,500 +10,000	+25%	+$15K	0.04%	158
2023 Q4	$55.5K	Buy	40,500 +20,000	+98%	+$26.1K	0.03%	157
2023 Q3	$24K	Buy	20,500 +10,000	+95%	+$15.1K	0.01%	152
2023 Q2	$20.5K	Hold	10,500	–	–	0.01%	165
2023 Q1	$22.8K	Hold	10,500	–	–	0.01%	159
2022 Q4	$7.05K	Hold	10,500	–	–	﹤0.01%	164
2022 Q3	$8K	Hold	10,500	–	–	﹤0.01%	160
2022 Q2	$26K	Buy	+10,500	New	+$26.9K	0.02%	151