Baker Tilly Wealth Management’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,177
| Closed | -$689K | – | 391 |
|
|
2024
Q1 | $689K | Sell |
1,177
-240
| -17% | -$140K | 0.12% | 181 |
|
|
2023
Q4 | $621K | Sell |
1,417
-23
| -2% | -$10.1K | 0.1% | 220 |
|
|
2023
Q3 | $574K | Sell |
1,440
-89
| -6% | -$35.5K | 0.09% | 223 |
|
|
2023
Q2 | $524K | Sell |
1,529
-206
| -12% | -$70.5K | 0.06% | 327 |
|
|
2023
Q1 | $472K | Buy |
1,735
+187
| +12% | +$50.9K | 0.05% | 349 |
|
|
2022
Q4 | $325K | Sell |
1,548
-253
| -14% | -$53K | 0.04% | 417 |
|
|
2022
Q3 | $342K | Buy |
1,801
+9
| +0.5% | +$1.71K | 0.05% | 388 |
|
|
2022
Q2 | $337K | Buy |
1,792
+40
| +2% | +$7.52K | 0.04% | 393 |
|
|
2022
Q1 | $427K | Buy |
+1,752
| New | +$427K | 0.05% | 379 |
|