Safeguard Investment Advisory Group, LLC Closed Holding Positions

Safeguard Investment Advisory Group, LLC

  • $350 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CME
Cme Group Inc.

Financial Services
Q1 2021 Filed on May 10, 2021
61
$178.79 - $214.04 $10.9K - $13.1K
CLX
Clorox CO

Consumer Defensive
Q1 2021 Filed on May 10, 2021
33
$178.17 - $222.18 $5.88K - $7.33K
CWEN
Clearway Energy, Inc.

Utilities
Q1 2021 Filed on May 10, 2021
593
$25.88 - $36.52 $15.3K - $21.7K
CI
Cigna Corp

Healthcare
Q1 2021 Filed on May 10, 2021
22
$203.27 - $247.55 $4.47K - $5.45K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2021 Filed on May 10, 2021
229
$74.44 - $84.52 $17K - $19.4K
CMCSA
Comcast Corp

Communication Services
Q1 2021 Filed on May 10, 2021
1,533
$48.42 - $58.04 $74.2K - $89K
ED
Consolidated Edison Inc

Utilities
Q1 2021 Filed on May 10, 2021
866
$65.65 - $75.45 $56.9K - $65.3K
CSX
Csx Corp

Industrials
Q1 2021 Filed on May 10, 2021
1,034
$27.96 - $32.55 $28.9K - $33.7K
CCI
Crown Castle International Corp

Real Estate
Q1 2021 Filed on May 10, 2021
358
$146.77 - $175.03 $52.5K - $62.7K
CRSP
Crispr Therapeutics Ag

Healthcare
Q1 2021 Filed on May 10, 2021
8
$110.72 - $210.04 $886 - $1.68K
CTVA
Corteva, Inc.

Basic Materials
Q1 2021 Filed on May 10, 2021
25
$38.35 - $47.91 $959 - $1.2K
GLW
Corning Inc

Technology
Q1 2021 Filed on May 10, 2021
540
$34.92 - $43.6 $18.9K - $23.5K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
Q1 2021 Filed on May 10, 2021
333
$11.71 - $13.6 $3.9K - $4.53K
Corelogic Inc Com
Q1 2021 Filed on May 10, 2021
600
N/A
STZ
Constellation Brands, Inc.

Consumer Defensive
Q1 2021 Filed on May 10, 2021
154
$210.93 - $241.27 $32.5K - $37.2K
CB
Chubb LTD

Financial Services
Q1 2021 Filed on May 10, 2021
23
$145.1 - $175.05 $3.34K - $4.03K
CARA
Cara Therapeutics, Inc.

Healthcare
Q1 2021 Filed on May 10, 2021
100
$15.07 - $21.71 $1.51K - $2.17K
CGC
Canopy Growth Corp

Healthcare
Q1 2021 Filed on May 10, 2021
450
$26.12 - $52.17 $11.8K - $23.5K
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q1 2021 Filed on May 10, 2021
500
$15.17 - $17.23 $7.59K - $8.62K
CDNS
Cadence Design Systems Inc

Technology
Q1 2021 Filed on May 10, 2021
8
$119.68 - $147.44 $957 - $1.18K
BWXT
Bwx Technologies, Inc.

Industrials
Q1 2021 Filed on May 10, 2021
24
$53.92 - $66.0 $1.29K - $1.58K
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
26
$236.99 - $317.2 $6.16K - $8.25K
BFB
Brown Forman Corp Cl B
Q1 2021 Filed on May 10, 2021
47
N/A
BRO
Brown & Brown, Inc.

Financial Services
Q1 2021 Filed on May 10, 2021
204
$42.96 - $48.02 $8.76K - $9.8K
CAH
Cardinal Health Inc

Healthcare
Q1 2021 Filed on May 10, 2021
96
$51.37 - $62.46 $4.93K - $6K
CCL
Carnival Corp

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
2,259
$18.67 - $29.79 $42.2K - $67.3K
CARR
Carrier Global Corp

Industrials
Q1 2021 Filed on May 10, 2021
216
$35.52 - $42.36 $7.67K - $9.15K
CIM
Chimera Investment Corp

Real Estate
Q1 2021 Filed on May 10, 2021
3,854
$9.79 - $12.99 $37.7K - $50.1K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q1 2021 Filed on May 10, 2021
165
$85.56 - $99.32 $14.1K - $16.4K
GIB
Cgi Inc

Technology
Q1 2021 Filed on May 10, 2021
31
$74.63 - $83.33 $2.31K - $2.58K
CNP
Centerpoint Energy Inc

Utilities
Q1 2021 Filed on May 10, 2021
242
$19.44 - $22.8 $4.7K - $5.52K
CNC
Centene Corp

Healthcare
Q1 2021 Filed on May 10, 2021
464
$57.97 - $69.75 $26.9K - $32.4K
CLRB
Cellectar Biosciences, Inc.

Healthcare
Q1 2021 Filed on May 10, 2021
975
$15.2 - $25.0 $14.8K - $24.4K
CDK
Cdk Global, Inc.

Technology
Q1 2021 Filed on May 10, 2021
28
$49.51 - $55.15 $1.39K - $1.54K
CAT
Caterpillar Inc

Industrials
Q1 2021 Filed on May 10, 2021
424
$180.63 - $233.63 $76.6K - $99.1K
BEP
Brookfield Renewable Partners L.P.

Utilities
Q1 2021 Filed on May 10, 2021
7
$38.43 - $49.36 $269 - $346
DHR
Danaher Corp

Healthcare
Q1 2021 Filed on May 10, 2021
3
$212.38 - $245.9 $637 - $738
BBC
Bioshares Biotechnology

ETFs
Q1 2021 Filed on May 10, 2021
20
$48.8 - $61.92 $976 - $1.24K
ETR
Entergy Corp

Utilities
Q1 2021 Filed on May 10, 2021
58
$86.81 - $99.47 $5.03K - $5.77K
ENR
Energizer Holdings, Inc.

Industrials
Q1 2021 Filed on May 10, 2021
56
$41.8 - $49.01 $2.34K - $2.74K
EMR
Emerson Electric CO

Industrials
Q1 2021 Filed on May 10, 2021
750
$78.01 - $92.2 $58.5K - $69.2K
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
97
$16.12 - $21.37 $1.56K - $2.07K
EW
Edwards Lifesciences Corp

Healthcare
Q1 2021 Filed on May 10, 2021
108
$78.68 - $90.67 $8.5K - $9.79K
EIX
Edison International

Utilities
Q1 2021 Filed on May 10, 2021
485
$53.99 - $63.2 $26.2K - $30.7K
EBAY
Ebay Inc

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
26
$51.5 - $63.84 $1.34K - $1.66K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q1 2021 Filed on May 10, 2021
15
$8.6 - $9.32 $129 - $140
EFSC
Enterprise Financial Services Corp

Financial Services
Q1 2021 Filed on May 10, 2021
320
$34.63 - $51.59 $11.1K - $16.5K
EOG
Eog Resources Inc

Energy
Q1 2021 Filed on May 10, 2021
49
$49.86 - $75.31 $2.44K - $3.69K
EPR
Epr Properties

Real Estate
Q1 2021 Filed on May 10, 2021
158
$30.93 - $50.49 $4.89K - $7.98K
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