Angeles Wealth Management’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Buy |
51,345
+93
| +0.2% | +$1.45K | 0.05% | 129 |
|
|
2025
Q1 | $959K | Hold |
51,252
| – | – | 0.08% | 94 |
|
|
2024
Q4 | $947K | Sell |
51,252
-2,565
| -5% | -$47.4K | 0.08% | 94 |
|
|
2024
Q3 | $1.41M | Buy |
53,817
+23,498
| +78% | +$616K | 0.12% | 62 |
|
|
2024
Q2 | $585K | Buy |
+30,319
| New | +$585K | 0.05% | 119 |
|
|
2022
Q4 | – | Sell |
-8,377
| Closed | -$378K | – | 223 |
|
|
2022
Q3 | $378K | Sell |
8,377
-6,322
| -43% | -$285K | 0.07% | 110 |
|
|
2022
Q2 | $981K | Sell |
14,699
-1,676
| -10% | -$112K | 0.2% | 60 |
|
|
2022
Q1 | $1.87M | Buy |
+16,375
| New | +$1.87M | 0.35% | 35 |
|