LPL Financial’s Safe Bulkers SB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,089
| Closed | -$67.8K | – | 5258 |
|
|
2024
Q3 | $67.8K | Buy |
13,089
+2,827
| +28% | +$14.6K | ﹤0.01% | 4851 |
|
|
2024
Q2 | $59.7K | Buy |
+10,262
| New | +$59.7K | ﹤0.01% | 4721 |
|
|
2023
Q4 | – | Sell |
-13,925
| Closed | -$45.1K | – | 4803 |
|
|
2023
Q3 | $45.1K | Sell |
13,925
-123,136
| -90% | -$399K | ﹤0.01% | 4475 |
|
|
2023
Q2 | $447K | Sell |
137,061
-1,244
| -0.9% | -$4.06K | ﹤0.01% | 3501 |
|
|
2023
Q1 | $510K | Buy |
+138,305
| New | +$510K | ﹤0.01% | 3293 |
|
|
2022
Q2 | – | Sell |
-13,051
| Closed | -$62K | – | 4483 |
|
|
2022
Q1 | $62K | Buy |
+13,051
| New | +$62K | ﹤0.01% | 4018 |
|
|
2021
Q4 | – | Sell |
-46,570
| Closed | -$241K | – | 4418 |
|
|
2021
Q3 | $241K | Buy |
46,570
+1,516
| +3% | +$7.85K | ﹤0.01% | 3793 |
|
|
2021
Q2 | $181K | Buy |
+45,054
| New | +$181K | ﹤0.01% | 3909 |
|
|
2018
Q3 | – | Sell |
-16,213
| Closed | -$55K | – | 3276 |
|
|
2018
Q2 | $55K | Hold |
16,213
| – | – | ﹤0.01% | 3128 |
|
|
2018
Q1 | $51K | Buy |
+16,213
| New | +$51K | ﹤0.01% | 3100 |
|
|
2016
Q2 | – | Sell |
-14,560
| Closed | -$10K | – | 2924 |
|
|
2016
Q1 | $10K | Buy |
+14,560
| New | +$10K | ﹤0.01% | 3078 |
|