GC Wealth Management RIA’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 | $226K | Sell |
2,847
-21
| -0.7% | -$1.67K | 0.02% | 495 |
|
|
2025
Q1 | $226K | Buy |
+2,868
| New | +$226K | 0.04% | 285 |
|
|
2024
Q4 | – | Sell |
-8,632
| Closed | -$706K | – | 313 |
|
|
2024
Q3 | $706K | Sell |
8,632
-6,274
| -42% | -$513K | 0.12% | 146 |
|
|
2024
Q2 | $1.12M | Hold |
14,906
| – | – | 0.22% | 90 |
|
|
2024
Q1 | $1.23M | Hold |
14,906
| – | – | 0.25% | 82 |
|
|
2023
Q4 | $1.13M | Buy |
+14,906
| New | +$1.13M | 0.51% | 52 |
|