Bartlett & Co Wealth 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
Q1 | – | Sell |
-875
| Closed | -$72.1K | – | 1263 |
|
|
2024
Q4 | $72.1K | Hold |
875
| – | – | ﹤0.01% | 583 |
|
|
2024
Q3 | $71.6K | Hold |
875
| – | – | ﹤0.01% | 597 |
|
|
2024
Q2 | $65.7K | Hold |
875
| – | – | ﹤0.01% | 608 |
|
|
2024
Q1 | $71.9K | Hold |
875
| – | – | ﹤0.01% | 605 |
|
|
2023
Q4 | $66.8K | Hold |
875
| – | – | ﹤0.01% | 643 |
|
|
2023
Q3 | $59.7K | Hold |
875
| – | – | ﹤0.01% | 629 |
|
|
2023
Q2 | $62.8K | Hold |
875
| – | – | ﹤0.01% | 626 |
|
|
2023
Q1 | $65.2K | Hold |
875
| – | – | ﹤0.01% | 529 |
|
|
2022
Q4 | $73.7K | Hold |
875
| – | – | ﹤0.01% | 516 |
|
|
2022
Q3 | $71.4K | Hold |
875
| – | – | ﹤0.01% | 506 |
|
|
2022
Q2 | $85K | Hold |
875
| – | – | ﹤0.01% | 489 |
|
|
2022
Q1 | $79.5K | Buy |
+875
| New | +$79.5K | ﹤0.01% | 519 |
|
|
2021
Q4 | – | Sell |
-875
| Closed | -$69.3K | – | 784 |
|
|
2021
Q3 | $69.3K | Hold |
875
| – | – | ﹤0.01% | 464 |
|
|
2021
Q2 | $68.5K | Hold |
875
| – | – | ﹤0.01% | 462 |
|
|
2021
Q1 | $73.7K | Hold |
875
| – | – | ﹤0.01% | 471 |
|
|
2020
Q4 | $68.2K | Hold |
875
| – | – | ﹤0.01% | 484 |
|
|
2020
Q3 | $60.5K | Hold |
875
| – | – | ﹤0.01% | 467 |
|
|
2020
Q2 | $66.7K | Hold |
875
| – | – | ﹤0.01% | 448 |
|
|
2020
Q1 | $73.9K | Hold |
875
| – | – | ﹤0.01% | 402 |
|
|
2019
Q4 | $81K | Hold |
875
| – | – | ﹤0.01% | 436 |
|
|
2019
Q3 | $88.7K | Buy |
+875
| New | +$88.7K | ﹤0.01% | 406 |
|