Atwood & Palmer’s Saia SAIA Stock Holding History

Atwood & Palmer’s Portfolio SAIA Stock Details SAIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$363K	Hold	1,325	–	–	0.02%	122
2025 Q1	$463K	Hold	1,325	–	–	0.03%	113
2024 Q4	$604K	Sell	1,325 -175	-12%	-$79.8K	0.04%	103
2024 Q3	$656K	Hold	1,500	–	–	0.04%	100
2024 Q2	$711K	Hold	1,500	–	–	0.05%	92
2024 Q1	$878K	Hold	1,500	–	–	0.07%	83
2023 Q4	$657K	Hold	1,500	–	–	0.05%	97
2023 Q3	$598K	Sell	1,500 -500	-25%	-$199K	0.05%	97
2023 Q2	$685K	Hold	2,000	–	–	0.06%	99
2023 Q1	$544K	Hold	2,000	–	–	0.05%	98
2022 Q4	$419K	Hold	2,000	–	–	0.04%	116
2022 Q3	$380K	Hold	2,000	–	–	0.04%	116
2022 Q2	$376K	Sell	2,000 -50	-2%	-$9.4K	0.04%	113
2022 Q1	$500K	Hold	2,050	–	–	0.04%	107
2021 Q4	$691K	Hold	2,050	–	–	0.06%	100
2021 Q3	$488K	Hold	2,050	–	–	0.04%	107
2021 Q2	$429K	Hold	2,050	–	–	0.04%	118
2021 Q1	$473K	Hold	2,050	–	–	0.05%	105
2020 Q4	$371K	Hold	2,050	–	–	0.04%	116
2020 Q3	$259K	Sell	2,050 -200	-9%	-$25.3K	0.03%	119
2020 Q2	$250K	Hold	2,250	–	–	0.03%	112
2020 Q1	$165K	Hold	2,250	–	–	0.03%	124
2019 Q4	$210K	Sell	2,250 -750	-25%	-$70K	0.03%	120
2019 Q3	$281K	Hold	3,000	–	–	0.04%	109
2019 Q2	$194K	Hold	3,000	–	–	0.03%	124
2019 Q1	$183K	Hold	3,000	–	–	0.03%	125
2018 Q4	$167K	Hold	3,000	–	–	0.03%	128
2018 Q3	$229K	Hold	3,000	–	–	0.03%	121
2018 Q2	$243K	Hold	3,000	–	–	0.03%	117
2018 Q1	$225K	Hold	3,000	–	–	0.03%	118
2017 Q4	$212K	Hold	3,000	–	–	0.03%	127
2017 Q3	$188K	Hold	3,000	–	–	0.03%	132
2017 Q2	$154K	Sell	3,000 -2,675	-47%	-$137K	0.02%	139
2017 Q1	$251K	Sell	5,675 -218	-4%	-$9.64K	0.04%	106
2016 Q4	$260K	Hold	5,893	–	–	0.05%	100
2016 Q3	$177K	Hold	5,893	–	–	0.03%	119
2016 Q2	$148K	Hold	5,893	–	–	0.03%	133
2016 Q1	$166K	Buy	+5,893	New	+$166K	0.03%	121
2014 Q3	–	Sell	-5,893	Closed	-$259K	–	386
2014 Q2	$259K	Buy	+5,893	New	+$259K	0.07%	104