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LGT Financial Advisors’s Safety Insurance SAFT Stock Holding History

LGT Financial Advisors’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-34
Closed -$2.79K – 850
2024
Q1 		$2.79K Hold
34
– – ﹤0.01% 718
2023
Q4 		$2.58K Buy
+34
New +$2.57K ﹤0.01% 769

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LGT Financial Advisors's SAFT Position: Q2 2024 in Review

LGT Financial Advisors sold out of Safety Insurance (SAFT) in Q2 2024, closing a stake of 34 shares — an estimated $2.79K sold.

LGT Financial Advisors first reported a position in SAFT in Q4 2023 and held it in 2 quarters. The position peaked at $2.79K in Q1 2024. 173 funds tracked by Wall St. Rank hold SAFT as of Q2 2024.

  • LGT Financial Advisors reported no remaining Safety Insurance position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 34 Safety Insurance shares in Q2 2024, an estimated $2.79K.
  • LGT Financial Advisors first reported a position in Safety Insurance in Q4 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Safety Insurance position peaked at $2.79K in Q1 2024.
  • 173 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.