Bard Associates’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
Q3 | $348K | Sell |
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|
2025
Q2 | $393K | Sell |
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|
2025
Q1 | $404K | Hold |
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|
2024
Q4 | $381K | Hold |
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|
2024
Q3 | $370K | Hold |
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|
2024
Q2 | $362K | Hold |
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|
2024
Q1 | $370K | Hold |
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|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $424K | Hold |
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|
2023
Q2 | $445K | Buy |
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|
2023
Q1 | $415K | Buy |
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|
2022
Q4 | $424K | Buy |
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|
2022
Q3 | $334K | Sell |
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|
2022
Q2 | $389K | Sell |
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|
2022
Q1 | $493K | Buy |
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|
2021
Q4 | $461K | Buy |
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|
2021
Q3 | $319K | Buy |
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|
2021
Q2 | $231K | Buy |
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