AE Wealth Management’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $606K | Sell |
2,211
-277
| -11% | -$75.9K | ﹤0.01% | 860 |
|
2025
Q1 | $869K | Sell |
2,488
-1,377
| -36% | -$481K | 0.01% | 745 |
|
2024
Q4 | $1.76M | Buy |
3,865
+57
| +1% | +$26K | 0.01% | 564 |
|
2024
Q3 | $1.67M | Buy |
3,808
+170
| +5% | +$74.3K | 0.02% | 585 |
|
2024
Q2 | $1.73M | Buy |
3,638
+1,477
| +68% | +$701K | 0.02% | 555 |
|
2024
Q1 | $1.26M | Buy |
2,161
+1,392
| +181% | +$814K | 0.01% | 603 |
|
2023
Q4 | $346K | Buy |
+769
| New | +$346K | ﹤0.01% | 1631 |
|
2022
Q3 | – | Sell |
-2,070
| Closed | -$389K | – | 1852 |
|
2022
Q2 | $389K | Buy |
2,070
+326
| +19% | +$61.3K | ﹤0.01% | 1315 |
|
2022
Q1 | $425K | Buy |
+1,744
| New | +$425K | ﹤0.01% | 1283 |
|