IFP Advisors’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 | $10.2K | Buy |
+129
| New | +$10.2K | ﹤0.01% | 2910 |
|
|
2025
Q1 | – | Hold |
0
| – | -$330 | – | 3553 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3538 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4358 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4137 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4031 |
|
|
2020
Q4 | – | Sell |
-14
| Closed | – | – | 3854 |
|
|
2020
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 3717 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3545 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3484 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3476 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3535 |
|
|
2018
Q4 | – | Sell |
-32
| Closed | -$3K | – | 3771 |
|
|
2018
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 3400 |
|
|
2018
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 3452 |
|
|
2018
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 3403 |
|
|
2017
Q4 | $3K | Sell |
32
-9
| -22% | -$844 | ﹤0.01% | 3402 |
|
|
2017
Q3 | $3K | Buy |
41
+32
| +356% | +$2.34K | ﹤0.01% | 3605 |
|
|
2017
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 3895 |
|
|
2017
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 3805 |
|
|
2016
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 3793 |
|
|
2016
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 3741 |
|
|
2016
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 3649 |
|
|
2016
Q1 | – | Sell |
-9
| Closed | -$1K | – | 3242 |
|
|
2015
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 3531 |
|