EverSource Wealth Advisors’s Safehold SAFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78K | Sell |
307
-39
| -11% | -$607 | ﹤0.01% | 3170 |
|
|
2025
Q1 | $6.48K | Buy |
346
+73
| +27% | +$1.37K | ﹤0.01% | 2362 |
|
|
2024
Q4 | $5.05K | Sell |
273
-134
| -33% | -$2.48K | ﹤0.01% | 2340 |
|
|
2024
Q3 | $10.7K | Hold |
407
| – | – | ﹤0.01% | 1825 |
|
|
2024
Q2 | $9.42K | Hold |
407
| – | – | ﹤0.01% | 1891 |
|
|
2024
Q1 | $7.42K | Sell |
407
-165
| -29% | -$3.01K | ﹤0.01% | 1845 |
|
|
2023
Q4 | $13.4K | Buy |
572
+86
| +18% | +$2.01K | ﹤0.01% | 1429 |
|
|
2023
Q3 | $8.65K | Buy |
+486
| New | +$8.65K | ﹤0.01% | 1481 |
|
|
2023
Q2 | – | Sell |
-230
| Closed | -$6.76K | – | 2597 |
|
|
2023
Q1 | $6.76K | Sell |
230
-298
| -56% | -$8.75K | ﹤0.01% | 1535 |
|
|
2022
Q4 | $25.2K | Buy |
528
+500
| +1,786% | +$23.8K | ﹤0.01% | 991 |
|
|
2022
Q3 | $1K | Buy |
28
+3
| +12% | +$107 | ﹤0.01% | 1882 |
|
|
2022
Q2 | $2K | Sell |
25
-79
| -76% | -$6.32K | ﹤0.01% | 1556 |
|
|
2022
Q1 | $12K | Sell |
104
-23
| -18% | -$2.65K | ﹤0.01% | 916 |
|
|
2021
Q4 | $16K | Buy |
+127
| New | +$16K | ﹤0.01% | 781 |
|