Creative Planning’s Safe Bulkers SB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.5K | Sell |
12,317
-5,117
| -29% | -$18.5K | ﹤0.01% | 3508 |
|
|
2025
Q1 | $64.3K | Buy |
+17,434
| New | +$64.3K | ﹤0.01% | 3293 |
|
|
2018
Q2 | – | Sell |
-10,500
| Closed | -$33K | – | 1981 |
|
|
2018
Q1 | $33K | Buy |
+10,500
| New | +$33K | ﹤0.01% | 1825 |
|
|
2017
Q3 | – | Sell |
-5,500
| Closed | -$13K | – | 3276 |
|
|
2017
Q2 | $13K | Hold |
5,500
| – | – | ﹤0.01% | 3433 |
|
|
2017
Q1 | $12K | Buy |
5,500
+500
| +10% | +$1.09K | ﹤0.01% | 3443 |
|
|
2016
Q4 | $6K | Hold |
5,000
| – | – | ﹤0.01% | 3796 |
|
|
2016
Q3 | $7K | Hold |
5,000
| – | – | ﹤0.01% | 3664 |
|
|
2016
Q2 | $5K | Hold |
5,000
| – | – | ﹤0.01% | 3587 |
|
|
2016
Q1 | $4K | Hold |
5,000
| – | – | ﹤0.01% | 3654 |
|
|
2015
Q4 | $4K | Hold |
5,000
| – | – | ﹤0.01% | 3729 |
|
|
2015
Q3 | $14K | Buy |
+5,000
| New | +$14K | ﹤0.01% | 2975 |
|
|
2015
Q2 | – | Sell |
-7,500
| Closed | -$27K | – | 2530 |
|
|
2015
Q1 | $27K | Hold |
7,500
| – | – | ﹤0.01% | 2460 |
|
|
2014
Q4 | $29K | Buy |
7,500
+5,000
| +200% | +$19.3K | ﹤0.01% | 2359 |
|
|
2014
Q3 | $17K | Hold |
2,500
| – | – | ﹤0.01% | 2607 |
|
|
2014
Q2 | $24K | Hold |
2,500
| – | – | ﹤0.01% | 2353 |
|
|
2014
Q1 | $24K | Sell |
2,500
-400
| -14% | -$3.84K | ﹤0.01% | 2246 |
|
|
2013
Q4 | $30K | Buy |
+2,900
| New | +$30K | ﹤0.01% | 1950 |
|