Steward Partners Investment Advisory’s Safety Insurance SAFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.8K | Hold |
400
| – | – | ﹤0.01% | 2707 |
|
|
2025
Q1 | $31.6K | Hold |
400
| – | – | ﹤0.01% | 2606 |
|
|
2024
Q4 | $33K | Hold |
400
| – | – | ﹤0.01% | 2553 |
|
|
2024
Q3 | $32.7K | Hold |
400
| – | – | ﹤0.01% | 2438 |
|
|
2024
Q2 | $30K | Hold |
400
| – | – | ﹤0.01% | 2342 |
|
|
2024
Q1 | $32.9K | Hold |
400
| – | – | ﹤0.01% | 2307 |
|
|
2023
Q4 | $30.4K | Hold |
400
| – | – | ﹤0.01% | 2193 |
|
|
2023
Q3 | $27.3K | Hold |
400
| – | – | ﹤0.01% | 2166 |
|
|
2023
Q2 | $28.7K | Sell |
400
-50
| -11% | -$3.59K | ﹤0.01% | 2105 |
|
|
2023
Q1 | $33.5K | Buy |
450
+50
| +13% | +$3.73K | ﹤0.01% | 2035 |
|
|
2022
Q4 | $33.7K | Hold |
400
| – | – | ﹤0.01% | 1993 |
|
|
2022
Q3 | $33K | Sell |
400
-95
| -19% | -$7.84K | ﹤0.01% | 1985 |
|
|
2022
Q2 | $48K | Hold |
495
| – | – | ﹤0.01% | 1832 |
|
|
2022
Q1 | $45K | Hold |
495
| – | – | ﹤0.01% | 1972 |
|
|
2021
Q4 | $42K | Buy |
495
+20
| +4% | +$1.7K | ﹤0.01% | 1999 |
|
|
2021
Q3 | $38K | Sell |
475
-1,595
| -77% | -$128K | ﹤0.01% | 2026 |
|
|
2021
Q2 | $162K | Sell |
2,070
-1,442
| -41% | -$113K | ﹤0.01% | 1701 |
|
|
2021
Q1 | $296K | Buy |
3,512
+661
| +23% | +$55.7K | 0.01% | 1102 |
|
|
2020
Q4 | $222K | Buy |
2,851
+2,451
| +613% | +$191K | ﹤0.01% | 1028 |
|
|
2020
Q3 | $28K | Hold |
400
| – | – | ﹤0.01% | 1760 |
|
|
2020
Q2 | $31K | Hold |
400
| – | – | ﹤0.01% | 1603 |
|
|
2020
Q1 | $33K | Hold |
400
| – | – | ﹤0.01% | 1419 |
|
|
2019
Q4 | $37K | Hold |
400
| – | – | ﹤0.01% | 1533 |
|
|
2019
Q3 | $40K | Hold |
400
| – | – | ﹤0.01% | 1447 |
|
|
2019
Q2 | $38K | Buy |
+400
| New | +$38K | ﹤0.01% | 1440 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$36K | – | 1884 |
|
|
2018
Q3 | $36K | Hold |
400
| – | – | ﹤0.01% | 1323 |
|
|
2018
Q2 | $34K | Hold |
400
| – | – | ﹤0.01% | 1258 |
|
|
2018
Q1 | $30K | Hold |
400
| – | – | ﹤0.01% | 1192 |
|
|
2017
Q4 | $32K | Hold |
400
| – | – | ﹤0.01% | 979 |
|
|
2017
Q3 | $30K | Hold |
400
| – | – | ﹤0.01% | 831 |
|
|
2017
Q2 | $27K | Hold |
400
| – | – | ﹤0.01% | 787 |
|
|
2017
Q1 | $28K | Hold |
400
| – | – | ﹤0.01% | 672 |
|
|
2016
Q4 | $29K | Buy |
+400
| New | +$29K | 0.01% | 404 |
|