Safeguard Financial’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.58M Sell
14,562
-713
-5% -$77.3K 0.35% 28
2024
Q4
$2.05M Sell
15,275
-1,365
-8% -$183K 0.45% 22
2024
Q3
$2.02M Buy
16,640
+3,107
+23% +$377K 0.48% 25
2024
Q2
$1.67M Buy
13,533
+5,203
+62% +$643K 0.46% 23
2024
Q1
$753K Buy
8,330
+3,030
+57% +$274K 0.25% 38
2023
Q4
$262K Buy
+5,300
New +$262K 0.1% 65
2023
Q3
Sell
-4,930
Closed -$208K 393
2023
Q2
$208K Buy
+4,930
New +$208K 0.1% 67