Commonwealth Equity Services’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 | $602K | Buy |
24,287
+7,433
| +44% | +$184K | ﹤0.01% | 3001 |
|
|
2025
Q1 | $427K | Buy |
16,854
+1,443
| +9% | +$36.6K | ﹤0.01% | 3162 |
|
|
2024
Q4 | $369K | Sell |
15,411
-1,276
| -8% | -$30.6K | ﹤0.01% | 3228 |
|
|
2024
Q3 | $387K | Sell |
16,687
-5,537
| -25% | -$128K | ﹤0.01% | 3118 |
|
|
2024
Q2 | $505K | Buy |
22,224
+1,677
| +8% | +$38.1K | ﹤0.01% | 2822 |
|
|
2024
Q1 | $477K | Buy |
20,547
+4,061
| +25% | +$94.3K | ﹤0.01% | 2857 |
|
|
2023
Q4 | $426K | Sell |
16,486
-2,554
| -13% | -$66K | ﹤0.01% | 2871 |
|
|
2023
Q3 | $489K | Buy |
19,040
+6,895
| +57% | +$177K | ﹤0.01% | 2619 |
|
|
2023
Q2 | $328K | Buy |
12,145
+3,229
| +36% | +$87.2K | ﹤0.01% | 2970 |
|
|
2023
Q1 | $225 | Buy |
8,916
+352
| +4% | +$9 | ﹤0.01% | 3213 |
|
|
2022
Q4 | $218K | Buy |
+8,564
| New | +$218K | ﹤0.01% | 3144 |
|
|
2022
Q1 | – | Sell |
-9,880
| Closed | -$290K | – | 3788 |
|
|
2021
Q4 | $290K | Buy |
9,880
+100
| +1% | +$2.94K | ﹤0.01% | 3005 |
|
|
2021
Q3 | $281K | Buy |
+9,780
| New | +$281K | ﹤0.01% | 2989 |
|