Carson Wealth (CWM LLC)’s Saia SAIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68K | Buy |
248
+44
| +22% | +$12.1K | ﹤0.01% | 3028 |
|
|
2025
Q1 | $71K | Sell |
204
-6
| -3% | -$2.09K | ﹤0.01% | 2699 |
|
|
2024
Q4 | $96K | Sell |
210
-17
| -7% | -$7.77K | ﹤0.01% | 2305 |
|
|
2024
Q3 | $99K | Sell |
227
-79
| -26% | -$34.5K | ﹤0.01% | 2196 |
|
|
2024
Q2 | $145K | Sell |
306
-16
| -5% | -$7.58K | ﹤0.01% | 1759 |
|
|
2024
Q1 | $188K | Buy |
322
+91
| +39% | +$53.1K | ﹤0.01% | 1546 |
|
|
2023
Q4 | $101K | Sell |
231
-43
| -16% | -$18.8K | ﹤0.01% | 1766 |
|
|
2023
Q3 | $109K | Sell |
274
-169
| -38% | -$67.2K | ﹤0.01% | 1581 |
|
|
2023
Q2 | $152K | Sell |
443
-92
| -17% | -$31.6K | ﹤0.01% | 1363 |
|
|
2023
Q1 | $146K | Buy |
535
+7
| +1% | +$1.91K | ﹤0.01% | 1325 |
|
|
2022
Q4 | $111K | Buy |
528
+137
| +35% | +$28.8K | ﹤0.01% | 1337 |
|
|
2022
Q3 | $74K | Buy |
391
+144
| +58% | +$27.3K | ﹤0.01% | 1479 |
|
|
2022
Q2 | $46K | Buy |
247
+32
| +15% | +$5.96K | ﹤0.01% | 1666 |
|
|
2022
Q1 | $52K | Buy |
215
+34
| +19% | +$8.22K | ﹤0.01% | 1594 |
|
|
2021
Q4 | $61K | Buy |
+181
| New | +$61K | ﹤0.01% | 1492 |
|
|
2021
Q2 | $37K | Hold |
177
| – | – | ﹤0.01% | 1531 |
|
|
2021
Q1 | $37K | Hold |
177
| – | – | ﹤0.01% | 1531 |
|
|
2020
Q4 | $37K | Hold |
177
| – | – | ﹤0.01% | 1531 |
|
|
2020
Q3 | $37K | Hold |
177
| – | – | ﹤0.01% | 1531 |
|
|
2020
Q2 | $37K | Hold |
177
| – | – | ﹤0.01% | 1531 |
|
|
2020
Q1 | $37K | Hold |
177
| – | – | ﹤0.01% | 1531 |
|
|
2019
Q4 | $37K | Hold |
177
| – | – | ﹤0.01% | 1531 |
|
|
2019
Q3 | $37K | Hold |
177
| – | – | ﹤0.01% | 1531 |
|
|
2019
Q2 | $37K | Hold |
177
| – | – | ﹤0.01% | 1531 |
|
|
2019
Q1 | $37K | Buy |
+177
| New | +$37K | ﹤0.01% | 1531 |
|