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Concourse Financial Group Securities’s Saratoga Investment SAR Stock Holding History

Concourse Financial Group Securities’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-188
Closed -$4.69K – 1664
2024
Q4 		$4.69K Buy
+188
New +$4.56K ﹤0.01% 1896

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HWAM
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Lido Advisors
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PAG
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AAM
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Concourse Financial Group Securities's SAR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Saratoga Investment (SAR) in Q1 2025, closing a stake of 188 shares — an estimated $4.69K sold.

Concourse Financial Group Securities first reported a position in SAR in Q4 2024 and held it in 1 quarter. The position peaked at $4.69K in Q4 2024. 67 funds tracked by Wall St. Rank hold SAR as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Saratoga Investment position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 188 Saratoga Investment shares in Q1 2025, an estimated $4.69K.
  • Concourse Financial Group Securities first reported a position in Saratoga Investment in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's Saratoga Investment position peaked at $4.69K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.