Creative Planning’s Safety Insurance SAFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
17,956
+13,342
| +289% | +$1.06M | ﹤0.01% | 1577 |
|
|
2025
Q1 | $364K | Sell |
4,614
-1,756
| -28% | -$139K | ﹤0.01% | 2571 |
|
|
2024
Q4 | $525K | Buy |
6,370
+2,710
| +74% | +$223K | ﹤0.01% | 2170 |
|
|
2024
Q3 | $299K | Buy |
+3,660
| New | +$299K | ﹤0.01% | 2521 |
|
|
2023
Q4 | – | Sell |
-225
| Closed | -$15.3K | – | 2966 |
|
|
2023
Q3 | $15.3K | Buy |
+225
| New | +$15.3K | ﹤0.01% | 2579 |
|
|
2022
Q2 | – | Sell |
-450
| Closed | -$41K | – | 2389 |
|
|
2022
Q1 | $41K | Buy |
+450
| New | +$41K | ﹤0.01% | 2067 |
|
|
2017
Q3 | – | Sell |
-1,220
| Closed | -$83K | – | 3270 |
|
|
2017
Q2 | $83K | Sell |
1,220
-55
| -4% | -$3.74K | ﹤0.01% | 2116 |
|
|
2017
Q1 | $89K | Buy |
1,275
+1,000
| +364% | +$69.8K | ﹤0.01% | 2018 |
|
|
2016
Q4 | $20K | Hold |
275
| – | – | ﹤0.01% | 3052 |
|
|
2016
Q3 | $18K | Buy |
+275
| New | +$18K | ﹤0.01% | 3092 |
|
|
2015
Q2 | – | Sell |
-150
| Closed | -$9K | – | 2521 |
|
|
2015
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 3212 |
|
|
2014
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 3082 |
|
|
2014
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 3025 |
|
|
2014
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 2923 |
|
|
2014
Q1 | $8K | Sell |
150
-40
| -21% | -$2.13K | ﹤0.01% | 2814 |
|
|
2013
Q4 | $11K | Hold |
190
| – | – | ﹤0.01% | 2526 |
|
|
2013
Q3 | $10K | Buy |
190
+150
| +375% | +$7.9K | ﹤0.01% | 2470 |
|
|
2013
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 2844 |
|