Core Wealth Advisors’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 |
-700
| Closed | -$245K | – | 75 |
|
|
2025
Q1 | $245K | Hold |
700
| – | – | 0.08% | 58 |
|
|
2024
Q4 | $319K | Buy |
700
+26
| +4% | +$11.8K | 0.11% | 50 |
|
|
2024
Q3 | $295K | Hold |
674
| – | – | 0.09% | 51 |
|
|
2024
Q2 | $320K | Buy |
674
+600
| +811% | +$285K | 0.11% | 48 |
|
|
2024
Q1 | $43.3K | Hold |
74
| – | – | 0.01% | 104 |
|
|
2023
Q4 | $32.4K | Buy |
+74
| New | +$32.4K | 0.01% | 111 |
|