Safeguard Investment Advisory Group’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
2,671
-347
| -11% | -$256K | 0.49% | 24 |
|
|
2025
Q1 | $1.74M | Buy |
3,018
+840
| +39% | +$484K | 0.47% | 24 |
|
|
2024
Q4 | $1.28M | Buy |
2,178
+62
| +3% | +$36.3K | 0.35% | 30 |
|
|
2024
Q3 | $1.21M | Buy |
2,116
+231
| +12% | +$132K | 0.35% | 30 |
|
|
2024
Q2 | $951K | Buy |
1,885
+174
| +10% | +$87.8K | 0.3% | 38 |
|
|
2024
Q1 | $831K | Sell |
1,711
-51
| -3% | -$24.8K | 0.28% | 40 |
|
|
2023
Q4 | $624K | Sell |
1,762
-427
| -20% | -$151K | 0.23% | 45 |
|
|
2023
Q3 | $657K | Hold |
2,189
| – | – | 0.29% | 41 |
|
|
2023
Q2 | $628K | Buy |
2,189
+131
| +6% | +$37.6K | 0.27% | 46 |
|
|
2023
Q1 | $436K | Buy |
2,058
+312
| +18% | +$66.1K | 0.21% | 56 |
|
|
2022
Q4 | $210K | Buy |
1,746
+8
| +0.5% | +$963 | 0.13% | 89 |
|
|
2022
Q3 | $235K | Buy |
1,738
+222
| +15% | +$30K | 0.16% | 81 |
|
|
2022
Q2 | $337K | Hold |
1,516
| – | – | 0.21% | 68 |
|
|
2022
Q1 | $337K | Buy |
1,516
+414
| +38% | +$92K | 0.23% | 60 |
|
|
2021
Q4 | $370K | Buy |
1,102
+377
| +52% | +$127K | 0.22% | 66 |
|
|
2021
Q3 | $246K | Buy |
+725
| New | +$246K | 0.16% | 78 |
|
|
2021
Q1 | – | Sell |
-988
| Closed | -$269K | – | 455 |
|
|
2020
Q4 | $269K | Buy |
+988
| New | +$269K | 0.24% | 64 |
|