Integrated Wealth Concepts’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 | $546K | Sell |
6,880
-2,742
| -28% | -$218K | 0.01% | 1223 |
|
|
2025
Q1 | $759K | Sell |
9,622
-4,094
| -30% | -$323K | 0.01% | 951 |
|
|
2024
Q4 | $1.13M | Sell |
13,716
-558
| -4% | -$46K | 0.01% | 759 |
|
|
2024
Q3 | $1.17M | Sell |
14,274
-286
| -2% | -$23.4K | 0.01% | 738 |
|
|
2024
Q2 | $1.09M | Buy |
14,560
+302
| +2% | +$22.7K | 0.01% | 719 |
|
|
2024
Q1 | $1.17M | Buy |
14,258
+160
| +1% | +$13.2K | 0.02% | 691 |
|
|
2023
Q4 | $1.07M | Sell |
14,098
-330
| -2% | -$25.1K | 0.02% | 705 |
|
|
2023
Q3 | $984K | Sell |
14,428
-72
| -0.5% | -$4.91K | 0.02% | 700 |
|
|
2023
Q2 | $1.04M | Hold |
14,500
| – | – | 0.02% | 661 |
|
|
2023
Q1 | $1.08M | Buy |
+14,500
| New | +$1.08M | 0.02% | 585 |
|