Congress Asset Management’s Saia SAIA Stock Holding History

Congress Asset Management’s Portfolio SAIA Stock Details SAIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$362K	Sell	1,321 -220,686	-99%	-$60.5M	﹤0.01%	358
2025 Q1	$77.6M	Sell	222,007 -29,543	-12%	-$10.3M	0.58%	71
2024 Q4	$115M	Sell	251,550 -22,672	-8%	-$10.3M	0.77%	50
2024 Q3	$120M	Sell	274,222 -4,737	-2%	-$2.07M	0.82%	52
2024 Q2	$132M	Sell	278,959 -5,656	-2%	-$2.68M	0.95%	35
2024 Q1	$167M	Sell	284,615 -69,371	-20%	-$40.6M	1.19%	14
2023 Q4	$155M	Sell	353,986 -5,285	-1%	-$2.32M	1.22%	10
2023 Q3	$143M	Sell	359,271 -5,058	-1%	-$2.02M	1.27%	10
2023 Q2	$125M	Sell	364,329 -64,416	-15%	-$22.1M	1.08%	23
2023 Q1	$117M	Sell	428,745 -14,166	-3%	-$3.85M	1.09%	30
2022 Q4	$92.9M	Sell	442,911 -41,095	-8%	-$8.62M	0.93%	48
2022 Q3	$92M	Buy	484,006 +3,498	+0.7%	+$665K	0.99%	43
2022 Q2	$90.3M	Buy	480,508 +29,301	+6%	+$5.51M	0.86%	48
2022 Q1	$110M	Buy	451,207 +449,093	+21,244%	+$109M	0.94%	48
2021 Q4	$712K	Sell	2,114 -48,872	-96%	-$16.5M	0.01%	323
2021 Q3	$12.1M	Buy	50,986 +930	+2%	+$221K	0.09%	130
2021 Q2	$10.5M	Buy	50,056 +736	+1%	+$154K	0.09%	135
2021 Q1	$11.4M	Buy	49,320 +1,967	+4%	+$454K	0.1%	113
2020 Q4	$8.56M	Sell	47,353 -728	-2%	-$132K	0.08%	136
2020 Q3	$6.07M	Buy	48,081 +402	+0.8%	+$50.7K	0.07%	151
2020 Q2	$5.3M	Buy	47,679 +842	+2%	+$93.6K	0.06%	154
2020 Q1	$3.44M	Buy	46,837 +286	+0.6%	+$21K	0.05%	172
2019 Q4	$4.34M	Sell	46,551 -1,294	-3%	-$121K	0.05%	182
2019 Q3	$4.48M	Buy	47,845 +1,073	+2%	+$101K	0.06%	182
2019 Q2	$3.03M	Buy	46,772 +5,121	+12%	+$331K	0.04%	241
2019 Q1	$2.55M	Buy	41,651 +21,424	+106%	+$1.31M	0.03%	251
2018 Q4	$1.13M	Buy	20,227 +1,990	+11%	+$111K	0.02%	301
2018 Q3	$1.39M	Hold	18,237	–	–	0.02%	292
2018 Q2	$1.47M	Buy	18,237 +2,145	+13%	+$173K	0.02%	290
2018 Q1	$1.21M	Hold	16,092	–	–	0.02%	302
2017 Q4	$1.14M	Hold	16,092	–	–	0.02%	302
2017 Q3	$1.01M	Buy	+16,092	New	+$1.01M	0.02%	320