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