Creative Planning’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $184K | Buy |
13,594
+3,407
| +33% | +$50.5K | ﹤0.01% | 3763 |
|
|
2025
Q4 | $139K | Sell |
10,187
-17,353
| -63% | -$247K | ﹤0.01% | 3650 |
|
|
2025
Q3 | $427K | Buy |
27,540
+12,679
| +85% | +$196K | ﹤0.01% | 2858 |
|
|
2025
Q2 | $231K | Buy |
+14,861
| New | +$231K | ﹤0.01% | 3112 |
|
|
2020
Q2 | – | Sell |
-2,670
| Closed | -$138K | – | 2118 |
|
|
2020
Q1 | $138K | Buy |
2,670
+156
| +6% | +$10.5K | ﹤0.01% | 1474 |
|
|
2019
Q4 | $178K | Sell |
2,514
-1,019
| -29% | -$64.5K | ﹤0.01% | 1665 |
|
|
2019
Q3 | $224K | Buy |
+3,533
| New | +$222K | ﹤0.01% | 1536 |
|
|
2017
Q3 | – | Sell |
-1,371
| Closed | -$80K | – | 3364 |
|
|
2017
Q2 | $80K | Hold |
1,371
| – | – | ﹤0.01% | 2152 |
|
|
2017
Q1 | $79K | Hold |
1,371
| – | – | ﹤0.01% | 2121 |
|
|
2016
Q4 | $83K | Buy |
1,371
+1,017
| +287% | +$58K | ﹤0.01% | 1995 |
|
|
2016
Q3 | $19K | Sell |
354
-61
| -15% | -$3.12K | ﹤0.01% | 3099 |
|
|
2016
Q2 | $19K | Hold |
415
| – | – | ﹤0.01% | 2847 |
|
|
2016
Q1 | $20K | Sell |
415
-145
| -26% | -$6.67K | ﹤0.01% | 2761 |
|
|
2015
Q4 | $32K | Sell |
560
-41
| -7% | -$2.51K | ﹤0.01% | 2483 |
|
|
2015
Q3 | $37K | Buy |
+601
| New | +$37.6K | ﹤0.01% | 2274 |
|
|
2015
Q2 | – | Sell |
-642
| Closed | -$41K | – | 2640 |
|
|
2015
Q1 | $41K | Hold |
642
| – | – | ﹤0.01% | 2168 |
|
|
2014
Q4 | $43K | Hold |
642
| – | – | ﹤0.01% | 2109 |
|
|
2014
Q3 | $42K | Buy |
642
+236
| +58% | +$16.7K | ﹤0.01% | 2038 |
|
|
2014
Q2 | $30K | Sell |
406
-340
| -46% | -$24.1K | ﹤0.01% | 2230 |
|
|
2014
Q1 | $54K | Buy |
746
+340
| +84% | +$25K | ﹤0.01% | 1754 |
|
|
2013
Q4 | $28K | Hold |
406
| – | – | ﹤0.01% | 1999 |
|
|
2013
Q3 | $24K | Hold |
406
| – | – | ﹤0.01% | 1992 |
|
|
2013
Q2 | $22K | Buy |
+406
| New | +$22.7K | ﹤0.01% | 1877 |
|
Other funds holding SAFE
MC
VPM
VCM
