IFP Advisors’s Safe Bulkers SB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.32K | Buy |
2,399
+500
| +26% | +$1.94K | ﹤0.01% | 2960 |
|
|
2025
Q1 | $7.01K | Buy |
1,899
+284
| +18% | +$1.05K | ﹤0.01% | 2701 |
|
|
2024
Q4 | $5.77K | Buy |
+1,615
| New | +$5.77K | ﹤0.01% | 2738 |
|
|
2023
Q1 | – | Sell |
-604
| Closed | -$2K | – | 4255 |
|
|
2022
Q4 | $2K | Buy |
604
+448
| +287% | +$1.48K | ﹤0.01% | 4207 |
|
|
2022
Q3 | $11K | Hold |
156
| – | – | ﹤0.01% | 3599 |
|
|
2022
Q2 | $11K | Hold |
156
| – | – | ﹤0.01% | 3350 |
|
|
2022
Q1 | $11K | Buy |
+156
| New | +$11K | ﹤0.01% | 3350 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4365 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4143 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4038 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3861 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3725 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3553 |
|
|
2020
Q1 | – | Sell |
-10,480
| Closed | -$18K | – | 3490 |
|
|
2019
Q4 | $18K | Buy |
+10,480
| New | +$18K | ﹤0.01% | 1664 |
|