Advisory Research’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26,925
| Closed | -$727K | – | 477 |
|
|
2023
Q2 | $727K | Sell |
26,925
-2,731
| -9% | -$73.7K | 0.09% | 243 |
|
|
2023
Q1 | $750K | Sell |
29,656
-695
| -2% | -$17.6K | 0.12% | 199 |
|
|
2022
Q4 | $774K | Sell |
30,351
-5,370
| -15% | -$137K | 0.07% | 189 |
|
|
2022
Q3 | $742K | Buy |
35,721
+500
| +1% | +$10.4K | 0.07% | 192 |
|
|
2022
Q2 | $844K | Buy |
35,221
+3,669
| +12% | +$87.9K | 0.08% | 174 |
|
|
2022
Q1 | $860K | Buy |
31,552
+5,056
| +19% | +$138K | 0.07% | 200 |
|
|
2021
Q4 | $778K | Buy |
26,496
+6,157
| +30% | +$181K | 0.06% | 221 |
|
|
2021
Q3 | $585K | Buy |
+20,339
| New | +$585K | 0.04% | 236 |
|