B. Riley Wealth Advisors’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,885
| Closed | -$225K | – | 1413 |
|
|
2024
Q2 | $225K | Buy |
9,885
+770
| +8% | +$17.5K | 0.01% | 1169 |
|
|
2024
Q1 | $234K | Sell |
9,115
-192
| -2% | -$4.93K | 0.01% | 1179 |
|
|
2023
Q4 | $241K | Buy |
9,307
+192
| +2% | +$4.97K | 0.01% | 1155 |
|
|
2023
Q3 | $234K | Sell |
9,115
-9,895
| -52% | -$254K | 0.01% | 1179 |
|
|
2023
Q2 | $513K | Sell |
19,010
-1,821
| -9% | -$49.1K | 0.01% | 840 |
|
|
2023
Q1 | $527K | Buy |
20,831
+61
| +0.3% | +$1.54K | 0.01% | 785 |
|
|
2022
Q4 | $544K | Buy |
20,770
+4,020
| +24% | +$105K | 0.02% | 750 |
|
|
2022
Q3 | $348K | Buy |
16,750
+1,225
| +8% | +$25.5K | 0.01% | 932 |
|
|
2022
Q2 | $373K | Buy |
15,525
+1,980
| +15% | +$47.6K | 0.02% | 783 |
|
|
2022
Q1 | $370K | Buy |
13,545
+1,430
| +12% | +$39.1K | 0.01% | 919 |
|
|
2021
Q4 | $356K | Buy |
12,115
+17
| +0.1% | +$500 | 0.01% | 978 |
|
|
2021
Q3 | $348K | Sell |
12,098
-1,250
| -9% | -$36K | 0.01% | 962 |
|
|
2021
Q2 | $359K | Buy |
+13,348
| New | +$359K | 0.01% | 924 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$1 | – | 1712 |
|
|
2014
Q4 | $1 | Buy |
+100
| New | +$1 | ﹤0.01% | 3560 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$1.57K | – | 1661 |
|
|
2014
Q2 | $1.57K | Buy |
+100
| New | +$1.57K | ﹤0.01% | 2256 |
|