Avantax Advisory Services’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 | $256K | Sell |
10,328
-54
| -0.5% | -$1.34K | ﹤0.01% | 2033 |
|
|
2025
Q1 | $263K | Hold |
10,382
| – | – | ﹤0.01% | 1929 |
|
|
2024
Q4 | $248K | Sell |
10,382
-66
| -0.6% | -$1.58K | ﹤0.01% | 1917 |
|
|
2024
Q3 | $242K | Sell |
10,448
-1,043
| -9% | -$24.2K | ﹤0.01% | 1900 |
|
|
2024
Q2 | $261K | Buy |
11,491
+98
| +0.9% | +$2.23K | ﹤0.01% | 1792 |
|
|
2024
Q1 | $264K | Buy |
11,393
+832
| +8% | +$19.3K | ﹤0.01% | 1371 |
|
|
2023
Q4 | $273K | Buy |
10,561
+1,604
| +18% | +$41.5K | ﹤0.01% | 1287 |
|
|
2023
Q3 | $230K | Buy |
8,957
+87
| +1% | +$2.24K | ﹤0.01% | 1347 |
|
|
2023
Q2 | $239K | Buy |
8,870
+91
| +1% | +$2.46K | ﹤0.01% | 1307 |
|
|
2023
Q1 | $222K | Buy |
+8,779
| New | +$222K | ﹤0.01% | 1309 |
|
|
2022
Q3 | – | Sell |
-8,852
| Closed | -$212K | – | 1376 |
|
|
2022
Q2 | $212K | Buy |
8,852
+469
| +6% | +$11.2K | ﹤0.01% | 1174 |
|
|
2022
Q1 | $228K | Buy |
+8,383
| New | +$228K | ﹤0.01% | 1135 |
|