Congress Wealth Management’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27,483
| Closed | -$9.6M | – | 1210 |
|
|
2025
Q1 | $9.6M | Sell |
27,483
-4,354
| -14% | -$1.52M | 0.12% | 207 |
|
|
2024
Q4 | $14.5M | Sell |
31,837
-1,219
| -4% | -$556K | 0.2% | 147 |
|
|
2024
Q3 | $14.5M | Buy |
33,056
+104
| +0.3% | +$45.5K | 0.19% | 158 |
|
|
2024
Q2 | $15.6M | Buy |
32,952
+62
| +0.2% | +$29.4K | 0.25% | 115 |
|
|
2024
Q1 | $19.2M | Sell |
32,890
-7,884
| -19% | -$4.61M | 0.33% | 76 |
|
|
2023
Q4 | $17.9M | Buy |
40,774
+1,684
| +4% | +$738K | 0.33% | 72 |
|
|
2023
Q3 | $15.6M | Buy |
39,090
+384
| +1% | +$153K | 0.32% | 69 |
|
|
2023
Q2 | $13.3M | Sell |
38,706
-7,342
| -16% | -$2.51M | 0.31% | 88 |
|
|
2023
Q1 | $12.5M | Buy |
46,048
+3,867
| +9% | +$1.05M | 0.3% | 88 |
|
|
2022
Q4 | $8.84M | Sell |
42,181
-3,833
| -8% | -$804K | 0.23% | 135 |
|
|
2022
Q3 | $8.74M | Buy |
46,014
+1,611
| +4% | +$306K | 0.24% | 134 |
|
|
2022
Q2 | $8.35M | Buy |
44,403
+484
| +1% | +$91K | 0.21% | 142 |
|
|
2022
Q1 | $10.7M | Buy |
+43,919
| New | +$10.7M | 0.23% | 119 |
|