LPL Financial’s Safety Insurance SAFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,517
| Closed | -$207K | – | 5325 |
|
|
2024
Q4 | $207K | Sell |
2,517
-150
| -6% | -$12.4K | ﹤0.01% | 4678 |
|
|
2024
Q3 | $218K | Buy |
+2,667
| New | +$218K | ﹤0.01% | 4573 |
|
|
2024
Q2 | – | Sell |
-4,639
| Closed | -$381K | – | 4996 |
|
|
2024
Q1 | $381K | Sell |
4,639
-3,099
| -40% | -$255K | ﹤0.01% | 3952 |
|
|
2023
Q4 | $588K | Buy |
7,738
+1,129
| +17% | +$85.8K | ﹤0.01% | 3499 |
|
|
2023
Q3 | $451K | Buy |
6,609
+1,500
| +29% | +$102K | ﹤0.01% | 3541 |
|
|
2023
Q2 | $366K | Buy |
5,109
+1,242
| +32% | +$89.1K | ﹤0.01% | 3660 |
|
|
2023
Q1 | $288K | Buy |
3,867
+624
| +19% | +$46.5K | ﹤0.01% | 3753 |
|
|
2022
Q4 | $273K | Buy |
+3,243
| New | +$273K | ﹤0.01% | 3693 |
|
|
2022
Q1 | – | Sell |
-10,308
| Closed | -$877K | – | 4341 |
|
|
2021
Q4 | $877K | Sell |
10,308
-811
| -7% | -$69K | ﹤0.01% | 2765 |
|
|
2021
Q3 | $881K | Sell |
11,119
-529
| -5% | -$41.9K | ﹤0.01% | 2707 |
|
|
2021
Q2 | $912K | Buy |
11,648
+5,684
| +95% | +$445K | ﹤0.01% | 2638 |
|
|
2021
Q1 | $502K | Buy |
5,964
+2,143
| +56% | +$180K | ﹤0.01% | 3008 |
|
|
2020
Q4 | $298K | Buy |
+3,821
| New | +$298K | ﹤0.01% | 3190 |
|