Bard Associates’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 | $393K | Sell |
15,845
-100
| -0.6% | -$2.48K | 0.13% | 126 |
|
|
2025
Q1 | $404K | Hold |
15,945
| – | – | 0.15% | 124 |
|
|
2024
Q4 | $381K | Hold |
15,945
| – | – | 0.13% | 130 |
|
|
2024
Q3 | $370K | Hold |
15,945
| – | – | 0.13% | 140 |
|
|
2024
Q2 | $362K | Hold |
15,945
| – | – | 0.14% | 133 |
|
|
2024
Q1 | $370K | Hold |
15,945
| – | – | 0.13% | 134 |
|
|
2023
Q4 | $412K | Sell |
15,945
-540
| -3% | -$14K | 0.16% | 129 |
|
|
2023
Q3 | $424K | Hold |
16,485
| – | – | 0.18% | 127 |
|
|
2023
Q2 | $445K | Buy |
16,485
+75
| +0.5% | +$2.02K | 0.17% | 121 |
|
|
2023
Q1 | $415K | Buy |
16,410
+200
| +1% | +$5.06K | 0.17% | 125 |
|
|
2022
Q4 | $424K | Buy |
16,210
+125
| +0.8% | +$3.27K | 0.18% | 118 |
|
|
2022
Q3 | $334K | Sell |
16,085
-160
| -1% | -$3.32K | 0.15% | 130 |
|
|
2022
Q2 | $389K | Sell |
16,245
-1,850
| -10% | -$44.3K | 0.17% | 127 |
|
|
2022
Q1 | $493K | Buy |
18,095
+2,390
| +15% | +$65.1K | 0.17% | 129 |
|
|
2021
Q4 | $461K | Buy |
15,705
+4,610
| +42% | +$135K | 0.15% | 138 |
|
|
2021
Q3 | $319K | Buy |
11,095
+2,485
| +29% | +$71.4K | 0.11% | 147 |
|
|
2021
Q2 | $231K | Buy |
+8,610
| New | +$231K | 0.08% | 152 |
|