Sutton Wealth Advisors’s Safety Insurance SAFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-253
| Closed | -$21.3K | – | 1416 |
|
|
2022
Q4 | $21.3K | Hold |
253
| – | – | 0.01% | 674 |
|
|
2022
Q3 | $20.6K | Buy |
253
+4
| +2% | +$326 | 0.01% | 652 |
|
|
2022
Q2 | $24.2K | Hold |
249
| – | – | 0.01% | 602 |
|
|
2022
Q1 | $22.6K | Hold |
249
| – | – | 0.01% | 672 |
|
|
2021
Q4 | $21.2K | Buy |
249
+3
| +1% | +$255 | 0.01% | 677 |
|
|
2021
Q3 | $19.5K | Hold |
246
| – | – | 0.01% | 703 |
|
|
2021
Q2 | $19.3K | Hold |
246
| – | – | 0.01% | 716 |
|
|
2021
Q1 | $20.7K | Hold |
246
| – | – | 0.01% | 666 |
|
|
2020
Q4 | $19.2K | Sell |
246
-31
| -11% | -$2.42K | 0.01% | 627 |
|
|
2020
Q3 | $19.1K | Sell |
277
-230
| -45% | -$15.9K | 0.01% | 558 |
|
|
2020
Q2 | $38.7K | Buy |
507
+115
| +29% | +$8.77K | 0.02% | 359 |
|
|
2020
Q1 | $33.1K | Buy |
392
+52
| +15% | +$4.39K | 0.02% | 351 |
|
|
2019
Q4 | $31.5K | Hold |
340
| – | – | 0.02% | 438 |
|
|
2019
Q3 | $34.5K | Hold |
340
| – | – | 0.02% | 404 |
|
|
2019
Q2 | $32.3K | Hold |
340
| – | – | 0.02% | 430 |
|
|
2019
Q1 | $29.6K | Hold |
340
| – | – | 0.02% | 446 |
|
|
2018
Q4 | $27.8K | Hold |
340
| – | – | 0.02% | 422 |
|
|
2018
Q3 | $30.5K | Hold |
340
| – | – | 0.02% | 435 |
|
|
2018
Q2 | $29K | Hold |
340
| – | – | 0.02% | 447 |
|
|
2018
Q1 | $26.1K | Buy |
340
+146
| +75% | +$11.2K | 0.02% | 464 |
|
|
2017
Q4 | $15.6K | Hold |
194
| – | – | 0.01% | 642 |
|
|
2017
Q3 | $14.8K | Hold |
194
| – | – | 0.01% | 643 |
|
|
2017
Q2 | $13.3K | Buy |
194
+121
| +166% | +$8.26K | 0.01% | 675 |
|
|
2017
Q1 | $5.12K | Hold |
73
| – | – | ﹤0.01% | 846 |
|
|
2016
Q4 | $5.38K | Hold |
73
| – | – | ﹤0.01% | 833 |
|
|
2016
Q3 | $4.91K | Hold |
73
| – | – | ﹤0.01% | 819 |
|
|
2016
Q2 | $4.5K | Hold |
73
| – | – | ﹤0.01% | 797 |
|
|
2016
Q1 | $4.17K | Buy |
+73
| New | +$4.17K | ﹤0.01% | 794 |
|