United Capital Financial Advisors’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,833
| Closed | -$230K | – | 1112 |
|
|
2023
Q4 | $230K | Buy |
+9,833
| New | +$230K | ﹤0.01% | 956 |
|
|
2015
Q3 | – | Sell |
-2,408
| Closed | -$156K | – | 1308 |
|
|
2015
Q2 | $156K | Sell |
2,408
-5,707
| -70% | -$370K | ﹤0.01% | 1205 |
|
|
2015
Q1 | $535K | Sell |
8,115
-2
| -0% | -$132 | 0.01% | 872 |
|
|
2014
Q4 | $539K | Buy |
8,117
+1,520
| +23% | +$101K | 0.01% | 799 |
|
|
2014
Q3 | $434K | Sell |
6,597
-848
| -11% | -$55.8K | 0.01% | 826 |
|
|
2014
Q2 | $543K | Buy |
7,445
+1,383
| +23% | +$101K | 0.01% | 665 |
|
|
2014
Q1 | $436K | Buy |
6,062
+3,063
| +102% | +$220K | 0.01% | 664 |
|
|
2013
Q4 | $208K | Buy |
2,999
+268
| +10% | +$18.6K | 0.01% | 592 |
|
|
2013
Q3 | $160K | Hold |
2,731
| – | – | 0.01% | 651 |
|
|
2013
Q2 | $150K | Buy |
+2,731
| New | +$150K | ﹤0.01% | 669 |
|