Cornerstone Planning Group’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
Q2
$421 Buy
2025
Q1
Sell
2024
Q4
$559 Hold
2024
Q3
$551 Hold
2024
Q2
$560 Hold
2024
Q1
$556 Buy