Safeguard Investment Advisory Group’s Gabelli Equity Trust GAB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $84.9K | Buy |
14,590
+317
| +2% | +$1.85K | 0.02% | 142 |
|
2025
Q1 | $78.6K | Buy |
14,273
+314
| +2% | +$1.73K | 0.02% | 138 |
|
2024
Q4 | $75.1K | Buy |
13,959
+316
| +2% | +$1.7K | 0.02% | 117 |
|
2024
Q3 | $74.9K | Sell |
13,643
-181
| -1% | -$994 | 0.02% | 119 |
|
2024
Q2 | $71.9K | Buy |
13,824
+836
| +6% | +$4.35K | 0.02% | 106 |
|
2024
Q1 | $71.7K | Buy |
12,988
+343
| +3% | +$1.89K | 0.02% | 103 |
|
2023
Q4 | $64.2K | Buy |
12,645
+354
| +3% | +$1.8K | 0.02% | 100 |
|
2023
Q3 | $63.1K | Sell |
12,291
-3,189
| -21% | -$16.4K | 0.03% | 93 |
|
2023
Q2 | $89.8K | Buy |
15,480
+418
| +3% | +$2.42K | 0.04% | 101 |
|
2023
Q1 | $86.5K | Buy |
15,062
+411
| +3% | +$2.36K | 0.04% | 98 |
|
2022
Q4 | $80.3K | Buy |
14,651
+398
| +3% | +$2.18K | 0.05% | 96 |
|
2022
Q3 | $78K | Buy |
14,253
+696
| +5% | +$3.81K | 0.05% | 94 |
|
2022
Q2 | $93K | Hold |
13,557
| – | – | 0.06% | 94 |
|
2022
Q1 | $93K | Buy |
13,557
+281
| +2% | +$1.93K | 0.06% | 86 |
|
2021
Q4 | $95K | Buy |
13,276
+327
| +3% | +$2.34K | 0.06% | 91 |
|
2021
Q3 | $86K | Buy |
12,949
+280
| +2% | +$1.86K | 0.06% | 88 |
|
2021
Q2 | $87K | Sell |
12,669
-291
| -2% | -$2K | 0.06% | 83 |
|
2021
Q1 | $86K | Hold |
12,960
| – | – | 0.08% | 75 |
|
2020
Q4 | $79K | Buy |
+12,960
| New | +$79K | 0.07% | 147 |
|