Carson Wealth (CWM LLC)’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $220K | Sell |
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|
2025
Q3 | $393K | Buy |
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|
2025
Q2 | $247K | Buy |
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|
2025
Q1 | $53K | Buy |
|
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|
2024
Q4 | $47K | Buy |
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|
2024
Q3 | $65K | Buy |
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|
2024
Q2 | $46K | Buy |
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|
2024
Q1 | $45K | Hold |
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|
2023
Q4 | $51K | Sell |
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|
2023
Q3 | $45K | Buy |
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|
2023
Q2 | $36K | Sell |
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|
2023
Q1 | $64K | Buy |
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|
2022
Q4 | $47K | Buy |
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|
2022
Q3 | $27K | Buy |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $4K | Buy |
|