Bartlett & Co Wealth Management’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 | $49.6K | Hold |
2,000
| – | – | ﹤0.01% | 656 |
|
|
2025
Q1 | $50.7K | Buy |
2,000
+1,500
| +300% | +$38K | ﹤0.01% | 647 |
|
|
2024
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 892 |
|
|
2024
Q3 | $11.6K | Hold |
500
| – | – | ﹤0.01% | 897 |
|
|
2024
Q2 | $11.4K | Hold |
500
| – | – | ﹤0.01% | 903 |
|
|
2024
Q1 | $11.6K | Hold |
500
| – | – | ﹤0.01% | 895 |
|
|
2023
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 964 |
|
|
2023
Q3 | $12.9K | Hold |
500
| – | – | ﹤0.01% | 898 |
|
|
2023
Q2 | $13.5K | Buy |
+500
| New | +$13.5K | ﹤0.01% | 886 |
|