EverSource Wealth Advisors’s Safety Insurance SAFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $39.4K | Buy |
496
+461
| +1,317% | +$36.6K | ﹤0.01% | 1771 |
|
2025
Q1 | $2.76K | Sell |
35
-8
| -19% | -$631 | ﹤0.01% | 2775 |
|
2024
Q4 | $3.54K | Buy |
+43
| New | +$3.54K | ﹤0.01% | 2491 |
|
2023
Q4 | – | Sell |
-12
| Closed | -$818 | – | 2732 |
|
2023
Q3 | $818 | Sell |
12
-12
| -50% | -$818 | ﹤0.01% | 2297 |
|
2023
Q2 | $1.72K | Hold |
24
| – | – | ﹤0.01% | 2069 |
|
2023
Q1 | $1.79K | Sell |
24
-57
| -70% | -$4.25K | ﹤0.01% | 1966 |
|
2022
Q4 | $6.84K | Sell |
81
-6
| -7% | -$507 | ﹤0.01% | 1480 |
|
2022
Q3 | $7K | Hold |
87
| – | – | ﹤0.01% | 1258 |
|
2022
Q2 | $8K | Hold |
87
| – | – | ﹤0.01% | 1126 |
|
2022
Q1 | $8K | Hold |
87
| – | – | ﹤0.01% | 1096 |
|
2021
Q4 | $7K | Buy |
+87
| New | +$7K | ﹤0.01% | 1135 |
|