Carson Wealth (CWM LLC)’s Safety Insurance SAFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Buy |
11,957
+1,214
| +11% | +$96.4K | ﹤0.01% | 1262 |
|
|
2025
Q1 | $847K | Sell |
10,743
-832
| -7% | -$65.6K | ﹤0.01% | 1223 |
|
|
2024
Q4 | $954K | Sell |
11,575
-196
| -2% | -$16.2K | ﹤0.01% | 1110 |
|
|
2024
Q3 | $963K | Sell |
11,771
-426
| -3% | -$34.9K | ﹤0.01% | 1054 |
|
|
2024
Q2 | $915K | Sell |
12,197
-1,273
| -9% | -$95.5K | ﹤0.01% | 941 |
|
|
2024
Q1 | $1.11M | Sell |
13,470
-1,211
| -8% | -$99.5K | 0.01% | 810 |
|
|
2023
Q4 | $1.12M | Sell |
14,681
-1,042
| -7% | -$79.2K | 0.01% | 759 |
|
|
2023
Q3 | $1.07M | Sell |
15,723
-494
| -3% | -$33.7K | 0.01% | 716 |
|
|
2023
Q2 | $1.16M | Sell |
16,217
-754
| -4% | -$54.1K | 0.01% | 664 |
|
|
2023
Q1 | $1.27M | Buy |
16,971
+186
| +1% | +$13.9K | 0.01% | 587 |
|
|
2022
Q4 | $1.41M | Buy |
16,785
+340
| +2% | +$28.6K | 0.01% | 516 |
|
|
2022
Q3 | $1.34M | Sell |
16,445
-759
| -4% | -$61.9K | 0.01% | 484 |
|
|
2022
Q2 | $1.67M | Sell |
17,204
-1,227
| -7% | -$119K | 0.01% | 432 |
|
|
2022
Q1 | $1.67M | Sell |
18,431
-3,080
| -14% | -$280K | 0.01% | 437 |
|
|
2021
Q4 | $1.83M | Buy |
+21,511
| New | +$1.83M | 0.01% | 446 |
|
|
2021
Q2 | $1.79M | Hold |
22,890
| – | – | 0.01% | 461 |
|
|
2021
Q1 | $1.79M | Hold |
22,890
| – | – | 0.01% | 461 |
|
|
2020
Q4 | $1.79M | Hold |
22,890
| – | – | 0.01% | 461 |
|
|
2020
Q3 | $1.79M | Hold |
22,890
| – | – | 0.01% | 461 |
|
|
2020
Q2 | $1.79M | Hold |
22,890
| – | – | 0.01% | 461 |
|
|
2020
Q1 | $1.79M | Hold |
22,890
| – | – | 0.01% | 461 |
|
|
2019
Q4 | $1.79M | Hold |
22,890
| – | – | 0.01% | 461 |
|
|
2019
Q3 | $1.79M | Hold |
22,890
| – | – | 0.01% | 461 |
|
|
2019
Q2 | $1.79M | Hold |
22,890
| – | – | 0.01% | 461 |
|
|
2019
Q1 | $1.79M | Buy |
+22,890
| New | +$1.79M | 0.01% | 461 |
|