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West Financial Advisors’s Safe Bulkers SB Stock Holding History

West Financial Advisors’s Portfolio SB Stock Details SB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-125
Closed -$447 – 223
2024
Q4 		$447 Buy
+125
New +$522 ﹤0.01% 196

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N
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Ameriprise
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American Century Companies
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BCM
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West Financial Advisors's SB Position: Q1 2025 in Review

West Financial Advisors sold out of Safe Bulkers (SB) in Q1 2025, closing a stake of 125 shares — an estimated $447 sold.

West Financial Advisors first reported a position in SB in Q4 2024 and held it in 1 quarter. The position peaked at $447 in Q4 2024. 140 funds tracked by Wall St. Rank hold SB as of Q1 2025.

  • West Financial Advisors reported no remaining Safe Bulkers position as of Q1 2025 after selling out during the quarter.
  • West Financial Advisors sold 125 Safe Bulkers shares in Q1 2025, an estimated $447.
  • West Financial Advisors first reported a position in Safe Bulkers in Q4 2024 and held it in 1 quarter.
  • West Financial Advisors's Safe Bulkers position peaked at $447 in Q4 2024.
  • 140 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2025.

Based on West Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.