Ameriprise’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
66,899
-1,641
| -2% | -$40.6K | ﹤0.01% | 3021 |
|
|
2025
Q1 | $1.74M | Buy |
68,540
+8,579
| +14% | +$217K | ﹤0.01% | 2951 |
|
|
2024
Q4 | $1.43M | Sell |
59,961
-4,777
| -7% | -$114K | ﹤0.01% | 3058 |
|
|
2024
Q3 | $1.5M | Buy |
64,738
+2,659
| +4% | +$61.7K | ﹤0.01% | 3037 |
|
|
2024
Q2 | $1.41M | Buy |
62,079
+3,097
| +5% | +$70.3K | ﹤0.01% | 3015 |
|
|
2024
Q1 | $1.37M | Buy |
58,982
+11,519
| +24% | +$267K | ﹤0.01% | 3042 |
|
|
2023
Q4 | $1.23M | Buy |
47,463
+555
| +1% | +$14.4K | ﹤0.01% | 3107 |
|
|
2023
Q3 | $1.21M | Sell |
46,908
-11,431
| -20% | -$294K | ﹤0.01% | 3058 |
|
|
2023
Q2 | $1.57M | Buy |
58,339
+60
| +0.1% | +$1.62K | ﹤0.01% | 2987 |
|
|
2023
Q1 | $1.47M | Sell |
58,279
-2,089
| -3% | -$52.7K | ﹤0.01% | 2982 |
|
|
2022
Q4 | $1.54M | Buy |
60,368
+12,495
| +26% | +$319K | ﹤0.01% | 2921 |
|
|
2022
Q3 | $994K | Buy |
47,873
+6,972
| +17% | +$145K | ﹤0.01% | 3117 |
|
|
2022
Q2 | $979K | Buy |
40,901
+15,523
| +61% | +$372K | ﹤0.01% | 3131 |
|
|
2022
Q1 | $692K | Sell |
25,378
-1,003
| -4% | -$27.4K | ﹤0.01% | 3356 |
|
|
2021
Q4 | $775K | Sell |
26,381
-428
| -2% | -$12.6K | ﹤0.01% | 3363 |
|
|
2021
Q3 | $773K | Buy |
+26,809
| New | +$773K | ﹤0.01% | 3264 |
|
|
2017
Q2 | – | Sell |
-9,812
| Closed | -$213K | – | 3780 |
|
|
2017
Q1 | $213K | Buy |
+9,812
| New | +$213K | ﹤0.01% | 3445 |
|
|
2016
Q3 | – | Sell |
-18,129
| Closed | -$306K | – | 3810 |
|
|
2016
Q2 | $306K | Buy |
18,129
+265
| +1% | +$4.47K | ﹤0.01% | 3361 |
|
|
2016
Q1 | $280K | Buy |
17,864
+287
| +2% | +$4.5K | ﹤0.01% | 3386 |
|
|
2015
Q4 | $271K | Buy |
17,577
+300
| +2% | +$4.63K | ﹤0.01% | 3516 |
|
|
2015
Q3 | $279K | Buy |
+17,277
| New | +$279K | ﹤0.01% | 3481 |
|