Zuckerman Investment Group’s Safeguard Scientifics, Inc. SFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,045
| Closed | -$11.8K | – | 154 |
|
|
2023
Q4 | $11.8K | Buy |
15,045
+4,545
| +43% | +$4.58K | ﹤0.01% | 129 |
|
|
2023
Q3 | $10.5K | Buy |
+10,500
| New | +$13.6K | ﹤0.01% | 132 |
|
|
2023
Q2 | – | Sell |
-14,865
| Closed | -$25.6K | – | 126 |
|
|
2023
Q1 | $25.6K | Hold |
14,865
| – | – | ﹤0.01% | 120 |
|
|
2022
Q4 | $46.1K | Hold |
14,865
| – | – | 0.01% | 126 |
|
|
2022
Q3 | $55K | Sell |
14,865
-5,250
| -26% | -$21.1K | 0.01% | 112 |
|
|
2022
Q2 | $75K | Buy |
20,115
+5,250
| +35% | +$21.9K | 0.01% | 106 |
|
|
2022
Q1 | $78K | Sell |
14,865
-769
| -5% | -$4.66K | 0.01% | 111 |
|
|
2021
Q4 | $115K | Sell |
15,634
-621,016
| -98% | -$4.85M | 0.02% | 112 |
|
|
2021
Q3 | $5.65M | Sell |
636,650
-21,203
| -3% | -$170K | 0.94% | 43 |
|
|
2021
Q2 | $5.11M | Buy |
657,853
+30,894
| +5% | +$211K | 0.81% | 45 |
|
|
2021
Q1 | $4.28M | Buy |
626,959
+40,740
| +7% | +$296K | 0.7% | 46 |
|
|
2020
Q4 | $3.74M | Sell |
586,219
-38,064
| -6% | -$238K | 0.69% | 45 |
|
|
2020
Q3 | $3.42M | Sell |
624,283
-18,072
| -3% | -$108K | 0.76% | 42 |
|
|
2020
Q2 | $4.5M | Sell |
642,355
-22,834
| -3% | -$144K | 1.06% | 37 |
|
|
2020
Q1 | $3.69M | Sell |
665,189
-97,230
| -13% | -$869K | 1.08% | 37 |
|
|
2019
Q4 | $8.37M | Buy |
762,419
+19,595
| +3% | +$224K | 1.75% | 29 |
|
|
2019
Q3 | $8.42M | Sell |
742,824
-5,445
| -0.7% | -$64.9K | 1.99% | 27 |
|
|
2019
Q2 | $9.03M | Sell |
748,269
-37,200
| -5% | -$436K | 2% | 27 |
|
|
2019
Q1 | $8.52M | Sell |
785,469
-4,220
| -0.5% | -$42.8K | 2.01% | 24 |
|
|
2018
Q4 | $6.81M | Sell |
789,689
-26,266
| -3% | -$229K | 1.89% | 25 |
|
|
2018
Q3 | $7.63M | Buy |
815,955
+35,740
| +5% | +$388K | 1.66% | 23 |
|
|
2018
Q2 | $9.99M | Buy |
780,215
+154,117
| +25% | +$1.99M | 2.34% | 20 |
|
|
2018
Q1 | $7.67M | Buy |
+626,098
| New | +$7.61M | 1.96% | 19 |
|
Other funds holding SFE
CP
RA
FWM
HNB