Creative Planning’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.72M | Buy |
7,741
+3,730
| +93% | +$1.36M | ﹤0.01% | 1666 |
|
|
2025
Q4 | $1.31M | Buy |
4,011
+1,463
| +57% | +$442K | ﹤0.01% | 2067 |
|
|
2025
Q3 | $763K | Buy |
2,548
+628
| +33% | +$189K | ﹤0.01% | 2368 |
|
|
2025
Q2 | $526K | Sell |
1,920
-1,229
| -39% | -$350K | ﹤0.01% | 2433 |
|
|
2025
Q1 | $1.1M | Buy |
3,149
+591
| +23% | +$257K | ﹤0.01% | 1645 |
|
|
2024
Q4 | $1.17M | Buy |
2,558
+101
| +4% | +$50K | ﹤0.01% | 1525 |
|
|
2024
Q3 | $1.07M | Sell |
2,457
-144
| -6% | -$61K | ﹤0.01% | 1463 |
|
|
2024
Q2 | $1.23M | Sell |
2,601
-35
| -1% | -$16.3K | ﹤0.01% | 1266 |
|
|
2024
Q1 | $1.54M | Buy |
2,636
+685
| +35% | +$359K | ﹤0.01% | 1086 |
|
|
2023
Q4 | $855K | Buy |
1,951
+159
| +9% | +$64.2K | ﹤0.01% | 1322 |
|
|
2023
Q3 | $714K | Buy |
1,792
+79
| +5% | +$31.9K | ﹤0.01% | 1331 |
|
|
2023
Q2 | $587K | Buy |
1,713
+538
| +46% | +$156K | ﹤0.01% | 1451 |
|
|
2023
Q1 | $320K | Buy |
+1,175
| New | +$314K | ﹤0.01% | 1767 |
|
|
2017
Q3 | – | Sell |
-940
| Closed | -$48K | – | 3366 |
|
|
2017
Q2 | $48K | Buy |
940
+153
| +19% | +$7.09K | ﹤0.01% | 2542 |
|
|
2017
Q1 | $35K | Hold |
787
| – | – | ﹤0.01% | 2728 |
|
|
2016
Q4 | $35K | Hold |
787
| – | – | ﹤0.01% | 2675 |
|
|
2016
Q3 | $24K | Hold |
787
| – | – | ﹤0.01% | 2937 |
|
|
2016
Q2 | $20K | Buy |
787
+750
| +2,027% | +$20K | ﹤0.01% | 2809 |
|
|
2016
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 4165 |
|
|
2015
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 4239 |
|
|
2015
Q3 | $1K | Buy |
+37
| New | +$1.41K | ﹤0.01% | 4135 |
|
|
2015
Q2 | – | Sell |
-37
| Closed | -$2K | – | 2642 |
|
|
2015
Q1 | $2K | Sell |
37
-340
| -90% | -$15.7K | ﹤0.01% | 3901 |
|
|
2014
Q4 | $21K | Buy |
377
+340
| +919% | +$17.7K | ﹤0.01% | 2617 |
|
|
2014
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 3689 |
|
|
2014
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 3530 |
|
|
2014
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 3517 |
|
|
2013
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 3224 |
|
|
2013
Q3 | $1K | Sell |
37
-150
| -80% | -$4.67K | ﹤0.01% | 3113 |
|
|
2013
Q2 | $6K | Buy |
+187
| New | +$5.32K | ﹤0.01% | 2488 |
|
Other funds holding SAIA
VCM
VPM
WA