Ellevest Inc’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 | – | Sell |
-15,599
| Closed | -$57.6K | – | 425 |
|
|
2025
Q1 | $57.6K | Sell |
15,599
-3,707
| -19% | -$13.7K | ﹤0.01% | 391 |
|
|
2024
Q4 | $68.9K | Sell |
19,306
-6,147
| -24% | -$21.9K | ﹤0.01% | 408 |
|
|
2024
Q3 | $132K | Sell |
25,453
-6,108
| -19% | -$31.6K | 0.01% | 412 |
|
|
2024
Q2 | $184K | Buy |
31,561
+7,034
| +29% | +$40.9K | 0.01% | 390 |
|
|
2024
Q1 | $122K | Buy |
24,527
+2,814
| +13% | +$14K | 0.01% | 390 |
|
|
2023
Q4 | $85.3K | Buy |
21,713
+6,780
| +45% | +$26.6K | 0.01% | 378 |
|
|
2023
Q3 | $48.4K | Buy |
14,933
+4,179
| +39% | +$13.5K | ﹤0.01% | 346 |
|
|
2023
Q2 | $35.1K | Buy |
10,754
+1,388
| +15% | +$4.53K | ﹤0.01% | 356 |
|
|
2023
Q1 | $34.6K | Buy |
9,366
+77
| +0.8% | +$284 | ﹤0.01% | 703 |
|
|
2022
Q4 | $27K | Buy |
9,289
+1,797
| +24% | +$5.23K | ﹤0.01% | 767 |
|
|
2022
Q3 | $19K | Buy |
7,492
+6,592
| +732% | +$16.7K | ﹤0.01% | 827 |
|
|
2022
Q2 | $3K | Sell |
900
-137
| -13% | -$457 | ﹤0.01% | 1111 |
|
|
2022
Q1 | $5K | Buy |
1,037
+9
| +0.9% | +$43 | ﹤0.01% | 1049 |
|
|
2021
Q4 | $4K | Buy |
1,028
+318
| +45% | +$1.24K | ﹤0.01% | 1066 |
|
|
2021
Q3 | $4K | Buy |
710
+50
| +8% | +$282 | ﹤0.01% | 1025 |
|
|
2021
Q2 | $3K | Buy |
660
+112
| +20% | +$509 | ﹤0.01% | 985 |
|
|
2021
Q1 | $1K | Hold |
548
| – | – | ﹤0.01% | 1196 |
|
|
2020
Q4 | $1K | Buy |
+548
| New | +$1K | ﹤0.01% | 1105 |
|
|
2020
Q2 | – | Sell |
-1,198
| Closed | -$1K | – | 1318 |
|
|
2020
Q1 | $1K | Buy |
1,198
+745
| +164% | +$622 | ﹤0.01% | 966 |
|
|
2019
Q4 | $1K | Buy |
+453
| New | +$1K | ﹤0.01% | 855 |
|