Zeke Capital Advisors’s Safeguard Scientifics, Inc. SFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $775K | Hold |
250,000
| – | – | 0.05% | 180 |
|
|
2022
Q3 | $933K | Hold |
250,000
| – | – | 0.07% | 127 |
|
|
2022
Q2 | $933K | Hold |
250,000
| – | – | 0.06% | 136 |
|
|
2022
Q1 | $1.31M | Buy |
250,000
+18,600
| +8% | +$97.1K | 0.07% | 120 |
|
|
2021
Q4 | $1.7M | Buy |
231,400
+27,500
| +13% | +$202K | 0.1% | 65 |
|
|
2021
Q3 | $1.81M | Hold |
203,900
| – | – | 0.1% | 68 |
|
|
2021
Q2 | $1.58M | Sell |
203,900
-1,068
| -0.5% | -$8.29K | 0.1% | 82 |
|
|
2021
Q1 | $1.4M | Hold |
204,968
| – | – | 0.1% | 72 |
|
|
2020
Q4 | $1.31M | Hold |
204,968
| – | – | 0.11% | 66 |
|
|
2020
Q3 | $1.12M | Hold |
204,968
| – | – | 0.13% | 53 |
|
|
2020
Q2 | $1.44M | Buy |
204,968
+1,068
| +0.5% | +$7.48K | 0.28% | 43 |
|
|
2020
Q1 | $1.13M | Hold |
203,900
| – | – | 0.32% | 44 |
|
|
2019
Q4 | $2.24M | Hold |
203,900
| – | – | 0.19% | 102 |
|
|
2019
Q3 | $2.31M | Hold |
203,900
| – | – | 0.2% | 91 |
|
|
2019
Q2 | $2.46M | Hold |
203,900
| – | – | 0.23% | 87 |
|
|
2019
Q1 | $2.21M | Buy |
+203,900
| New | +$2.21M | 0.21% | 93 |
|