IFP Advisors’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09K | Buy |
+327
| New | +$5.09K | ﹤0.01% | 3368 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$1K | – | 4253 |
|
|
2022
Q4 | $1K | Buy |
8
+6
| +300% | +$750 | ﹤0.01% | 4464 |
|
|
2022
Q3 | $11K | Hold |
2
| – | – | ﹤0.01% | 3598 |
|
|
2022
Q2 | $11K | Hold |
2
| – | – | ﹤0.01% | 3349 |
|
|
2022
Q1 | $11K | Buy |
+2
| New | +$11K | ﹤0.01% | 3349 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4359 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4138 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4032 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3855 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3718 |
|
|
2020
Q2 | – | Sell |
-20
| Closed | -$1K | – | 3546 |
|
|
2020
Q1 | $1K | Sell |
20
-9
| -31% | -$450 | ﹤0.01% | 2555 |
|
|
2019
Q4 | $1K | Buy |
29
+9
| +45% | +$310 | ﹤0.01% | 2701 |
|
|
2019
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 2905 |
|
|
2016
Q3 | – | Sell |
-21
| Closed | -$1K | – | 3998 |
|
|
2016
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 3650 |
|