Creative Planning’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
Q3 | $2.22M | Buy |
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|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $525K | Buy |
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|
2024
Q3 | $299K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $15.3K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $41K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $83K | Sell |
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|
2017
Q1 | $89K | Buy |
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|
2016
Q4 | $20K | Hold |
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|
2016
Q3 | $18K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $9K | Hold |
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|
2014
Q4 | $10K | Hold |
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|
2014
Q3 | $8K | Hold |
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|
2014
Q2 | $8K | Hold |
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|
2014
Q1 | $8K | Sell |
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|
2013
Q4 | $11K | Hold |
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|
2013
Q3 | $10K | Buy |
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|
2013
Q2 | $2K | Buy |
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