Avantax Advisory Services’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
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|
2025
Q1 | $263K | Hold |
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|
2024
Q4 | $248K | Sell |
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|
2024
Q3 | $242K | Sell |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | $264K | Buy |
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|
2023
Q4 | $273K | Buy |
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|
2023
Q3 | $230K | Buy |
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|
2023
Q2 | $239K | Buy |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $228K | Buy |
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