Concourse Financial Group Securities’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-188
| Closed | -$4.69K | – | 6777 |
|
|
2024
Q4 | $4.69K | Buy |
+188
| New | +$4.69K | ﹤0.01% | 1895 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 7350 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7358 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7356 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7289 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7120 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6952 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6704 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6718 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6540 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6478 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6357 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6300 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6108 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5897 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5699 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5537 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5324 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5185 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5144 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5073 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 4887 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 4993 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 4922 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 4818 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4601 |
|