CAPTRUST Financial Advisors’s Safety Insurance SAFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$210K Buy
2023
Q1
Sell
2022
Q4
$207K Sell
2022
Q3
$213K Buy
2022
Q2
$240K Buy
2022
Q1
$221K Buy
2021
Q4
$172K Buy
2021
Q3
$109K Buy
2021
Q2
$58K Buy
2021
Q1
$61K Buy
2020
Q4
$49K Hold
2020
Q3
$43K Hold
2020
Q2
$48K Buy
2019
Q4
Sell
2019
Q3
$119K Hold
2019
Q2
$112K Buy