Creative Planning’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+14,861
| New | +$231K | ﹤0.01% | 3102 |
|
|
2020
Q2 | – | Sell |
-2,670
| Closed | -$138K | – | 1896 |
|
|
2020
Q1 | $138K | Buy |
2,670
+156
| +6% | +$8.06K | ﹤0.01% | 1459 |
|
|
2019
Q4 | $178K | Sell |
2,514
-1,019
| -29% | -$72.1K | ﹤0.01% | 1654 |
|
|
2019
Q3 | $224K | Buy |
+3,533
| New | +$224K | ﹤0.01% | 1527 |
|
|
2017
Q3 | – | Sell |
-1,371
| Closed | -$80K | – | 3271 |
|
|
2017
Q2 | $80K | Hold |
1,371
| – | – | ﹤0.01% | 2138 |
|
|
2017
Q1 | $79K | Hold |
1,371
| – | – | ﹤0.01% | 2105 |
|
|
2016
Q4 | $83K | Buy |
1,371
+1,017
| +287% | +$61.6K | ﹤0.01% | 1980 |
|
|
2016
Q3 | $19K | Sell |
354
-61
| -15% | -$3.27K | ﹤0.01% | 3062 |
|
|
2016
Q2 | $19K | Hold |
415
| – | – | ﹤0.01% | 2813 |
|
|
2016
Q1 | $20K | Sell |
415
-145
| -26% | -$6.99K | ﹤0.01% | 2743 |
|
|
2015
Q4 | $32K | Sell |
560
-41
| -7% | -$2.34K | ﹤0.01% | 2458 |
|
|
2015
Q3 | $37K | Buy |
+601
| New | +$37K | ﹤0.01% | 2262 |
|
|
2015
Q2 | – | Sell |
-642
| Closed | -$41K | – | 2522 |
|
|
2015
Q1 | $41K | Hold |
642
| – | – | ﹤0.01% | 2153 |
|
|
2014
Q4 | $43K | Hold |
642
| – | – | ﹤0.01% | 2091 |
|
|
2014
Q3 | $42K | Buy |
642
+236
| +58% | +$15.4K | ﹤0.01% | 2020 |
|
|
2014
Q2 | $30K | Sell |
406
-340
| -46% | -$25.1K | ﹤0.01% | 2203 |
|
|
2014
Q1 | $54K | Buy |
746
+340
| +84% | +$24.6K | ﹤0.01% | 1746 |
|
|
2013
Q4 | $28K | Hold |
406
| – | – | ﹤0.01% | 1999 |
|
|
2013
Q3 | $24K | Hold |
406
| – | – | ﹤0.01% | 1992 |
|
|
2013
Q2 | $22K | Buy |
+406
| New | +$22K | ﹤0.01% | 1877 |
|