EverSource Wealth Advisors’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.78K | Sell |
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|
2025
Q1 | $6.48K | Buy |
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|
2024
Q4 | $5.04K | Sell |
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|
2024
Q3 | $10.7K | Hold |
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|
2024
Q2 | $9.42K | Hold |
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|
2024
Q1 | $7.42K | Sell |
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|
2023
Q4 | $13.4K | Buy |
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|
2023
Q3 | $8.65K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $6.75K | Sell |
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|
2022
Q4 | $25.2K | Buy |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $12K | Sell |
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|
2021
Q4 | $16K | Buy |
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