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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $427K | Buy |
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|
2025
Q2 | $231K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $138K | Buy |
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|
2019
Q4 | $178K | Sell |
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|
2019
Q3 | $224K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $80K | Hold |
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|
2017
Q1 | $79K | Hold |
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|
2016
Q4 | $83K | Buy |
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|
2016
Q3 | $19K | Sell |
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|
2016
Q2 | $19K | Hold |
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|
2016
Q1 | $20K | Sell |
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|
2015
Q4 | $32K | Sell |
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|
2015
Q3 | $37K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $41K | Hold |
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|
2014
Q4 | $43K | Hold |
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|
2014
Q3 | $42K | Buy |
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|
2014
Q2 | $30K | Sell |
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|
2014
Q1 | $54K | Buy |
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|
2013
Q4 | $28K | Hold |
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|
2013
Q3 | $24K | Hold |
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|
2013
Q2 | $22K | Buy |
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