Carson Wealth (CWM LLC)’s Safehold SAFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
15,875
+13,040
| +460% | +$203K | ﹤0.01% | 1994 |
|
|
2025
Q1 | $53K | Buy |
2,835
+306
| +12% | +$5.72K | ﹤0.01% | 2941 |
|
|
2024
Q4 | $47K | Buy |
2,529
+56
| +2% | +$1.04K | ﹤0.01% | 2851 |
|
|
2024
Q3 | $65K | Buy |
2,473
+64
| +3% | +$1.68K | ﹤0.01% | 2495 |
|
|
2024
Q2 | $46K | Buy |
2,409
+243
| +11% | +$4.64K | ﹤0.01% | 2529 |
|
|
2024
Q1 | $45K | Hold |
2,166
| – | – | ﹤0.01% | 2362 |
|
|
2023
Q4 | $51K | Sell |
2,166
-340
| -14% | -$8.01K | ﹤0.01% | 2169 |
|
|
2023
Q3 | $45K | Buy |
2,506
+1,003
| +67% | +$18K | ﹤0.01% | 2126 |
|
|
2023
Q2 | $36K | Sell |
1,503
-679
| -31% | -$16.3K | ﹤0.01% | 2236 |
|
|
2023
Q1 | $64K | Buy |
2,182
+1,200
| +122% | +$35.2K | ﹤0.01% | 1734 |
|
|
2022
Q4 | $47K | Buy |
982
+382
| +64% | +$18.3K | ﹤0.01% | 1783 |
|
|
2022
Q3 | $27K | Buy |
600
+561
| +1,438% | +$25.2K | ﹤0.01% | 2028 |
|
|
2022
Q2 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 3226 |
|
|
2022
Q1 | – | Sell |
-28
| Closed | -$4K | – | 3807 |
|
|
2021
Q4 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 2867 |
|