Envestnet Asset Management’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
Q2 | $312K | Buy |
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|
2025
Q1 | $309K | Buy |
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|
2024
Q4 | $321K | Buy |
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|
2024
Q3 | $315K | Buy |
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|
2024
Q2 | $286K | Buy |
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|
2024
Q1 | $307K | Buy |
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|
2023
Q4 | $283K | Buy |
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|
2023
Q3 | $232K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $355K | Buy |
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|
2022
Q1 | $223K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $8K | Hold |
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|
2017
Q3 | $8K | Hold |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $8K | Hold |
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|
2016
Q4 | $8K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2K | Hold |
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|
2014
Q3 | $2K | Sell |
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|
2014
Q2 | $3K | Buy |
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