CAPTRUST Financial Advisors’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $940K | Buy |
2,676
+377
| +16% | +$137K | ﹤0.01% | 1651 |
|
|
2025
Q4 | $751K | Buy |
2,299
+94
| +4% | +$28.4K | ﹤0.01% | 1666 |
|
|
2025
Q3 | $660K | Buy |
2,205
+555
| +34% | +$167K | ﹤0.01% | 1655 |
|
|
2025
Q2 | $452K | Buy |
1,650
+378
| +30% | +$108K | ﹤0.01% | 1792 |
|
|
2025
Q1 | $444K | Sell |
1,272
-114
| -8% | -$49.6K | ﹤0.01% | 1707 |
|
|
2024
Q4 | $632K | Buy |
+1,386
| New | +$686K | ﹤0.01% | 1485 |
|
|
2024
Q3 | – | Sell |
-461
| Closed | -$219K | – | 2348 |
|
|
2024
Q2 | $219K | Buy |
461
+56
| +14% | +$26.1K | ﹤0.01% | 1993 |
|
|
2024
Q1 | $237K | Sell |
405
-1,620
| -80% | -$848K | ﹤0.01% | 1915 |
|
|
2023
Q4 | $887K | Sell |
2,025
-705
| -26% | -$285K | ﹤0.01% | 1347 |
|
|
2023
Q3 | $1.09M | Sell |
2,730
-386
| -12% | -$156K | ﹤0.01% | 1160 |
|
|
2023
Q2 | $1.07M | Sell |
3,116
-1,693
| -35% | -$490K | ﹤0.01% | 1162 |
|
|
2023
Q1 | $1.31M | Sell |
4,809
-331
| -6% | -$88.3K | 0.01% | 903 |
|
|
2022
Q4 | $1.08M | Buy |
5,140
+758
| +17% | +$165K | 0.01% | 931 |
|
|
2022
Q3 | $833K | Buy |
4,382
+233
| +6% | +$49.4K | ﹤0.01% | 1006 |
|
|
2022
Q2 | $780K | Sell |
4,149
-348
| -8% | -$69.9K | 0.01% | 954 |
|
|
2022
Q1 | $1.1M | Buy |
4,497
+1,820
| +68% | +$504K | 0.01% | 810 |
|
|
2021
Q4 | $902K | Buy |
2,677
+522
| +24% | +$162K | 0.01% | 858 |
|
|
2021
Q3 | $513K | Buy |
2,155
+49
| +2% | +$11.3K | ﹤0.01% | 1016 |
|
|
2021
Q2 | $441K | Buy |
2,106
+52
| +3% | +$11.8K | ﹤0.01% | 1041 |
|
|
2021
Q1 | $474K | Buy |
2,054
+2,004
| +4,008% | +$408K | 0.01% | 977 |
|
|
2020
Q4 | $9K | Buy |
50
+30
| +150% | +$4.92K | ﹤0.01% | 2629 |
|
|
2020
Q3 | $3K | Buy |
+20
| New | +$2.55K | ﹤0.01% | 2683 |
|
Other funds holding SAIA
VCM
VPM
WA