Commonwealth Equity Services’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 | $615K | Buy |
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|
2025
Q2 | $602K | Buy |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $369K | Sell |
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|
2024
Q3 | $387K | Sell |
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|
2024
Q2 | $505K | Buy |
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|
2024
Q1 | $477K | Buy |
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|
2023
Q4 | $426K | Sell |
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|
2023
Q3 | $489K | Buy |
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|
2023
Q2 | $328K | Buy |
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|
2023
Q1 | $225 | Buy |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $281K | Buy |
|