Envestnet Asset Management’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 | $312K | Buy |
3,934
+16
| +0.4% | +$1.27K | ﹤0.01% | 4004 |
|
|
2025
Q1 | $309K | Buy |
3,918
+20
| +0.5% | +$1.58K | ﹤0.01% | 3908 |
|
|
2024
Q4 | $321K | Buy |
3,898
+48
| +1% | +$3.96K | ﹤0.01% | 3865 |
|
|
2024
Q3 | $315K | Buy |
3,850
+38
| +1% | +$3.11K | ﹤0.01% | 3795 |
|
|
2024
Q2 | $286K | Buy |
3,812
+74
| +2% | +$5.55K | ﹤0.01% | 3760 |
|
|
2024
Q1 | $307K | Buy |
3,738
+8
| +0.2% | +$657 | ﹤0.01% | 3714 |
|
|
2023
Q4 | $283K | Buy |
3,730
+331
| +10% | +$25.2K | ﹤0.01% | 3658 |
|
|
2023
Q3 | $232K | Buy |
+3,399
| New | +$232K | ﹤0.01% | 3661 |
|
|
2023
Q1 | – | Sell |
-3,462
| Closed | -$292K | – | 4088 |
|
|
2022
Q4 | $292K | Sell |
3,462
-58
| -2% | -$4.89K | ﹤0.01% | 3442 |
|
|
2022
Q3 | $287K | Sell |
3,520
-138
| -4% | -$11.3K | ﹤0.01% | 3375 |
|
|
2022
Q2 | $355K | Buy |
3,658
+1,203
| +49% | +$117K | ﹤0.01% | 3262 |
|
|
2022
Q1 | $223K | Buy |
+2,455
| New | +$223K | ﹤0.01% | 3628 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$8K | – | 2940 |
|
|
2017
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 2669 |
|
|
2017
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 2645 |
|
|
2017
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 2754 |
|
|
2017
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 2823 |
|
|
2016
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 2809 |
|
|
2015
Q1 | – | Sell |
-37
| Closed | -$2K | – | 2353 |
|
|
2014
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 2336 |
|
|
2014
Q3 | $2K | Sell |
37
-28
| -43% | -$1.51K | ﹤0.01% | 2531 |
|
|
2014
Q2 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 2438 |
|