Creative Planning’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
1,920
-1,229
| -39% | -$337K | ﹤0.01% | 2426 |
|
|
2025
Q1 | $1.1M | Buy |
3,149
+591
| +23% | +$207K | ﹤0.01% | 1641 |
|
|
2024
Q4 | $1.17M | Buy |
2,558
+101
| +4% | +$46K | ﹤0.01% | 1522 |
|
|
2024
Q3 | $1.07M | Sell |
2,457
-144
| -6% | -$63K | ﹤0.01% | 1463 |
|
|
2024
Q2 | $1.23M | Sell |
2,601
-35
| -1% | -$16.6K | ﹤0.01% | 1262 |
|
|
2024
Q1 | $1.54M | Buy |
2,636
+685
| +35% | +$401K | ﹤0.01% | 1083 |
|
|
2023
Q4 | $855K | Buy |
1,951
+159
| +9% | +$69.7K | ﹤0.01% | 1318 |
|
|
2023
Q3 | $714K | Buy |
1,792
+79
| +5% | +$31.5K | ﹤0.01% | 1328 |
|
|
2023
Q2 | $587K | Buy |
1,713
+538
| +46% | +$184K | ﹤0.01% | 1445 |
|
|
2023
Q1 | $320K | Buy |
+1,175
| New | +$320K | ﹤0.01% | 1761 |
|
|
2017
Q3 | – | Sell |
-940
| Closed | -$48K | – | 3273 |
|
|
2017
Q2 | $48K | Buy |
940
+153
| +19% | +$7.81K | ﹤0.01% | 2525 |
|
|
2017
Q1 | $35K | Hold |
787
| – | – | ﹤0.01% | 2703 |
|
|
2016
Q4 | $35K | Hold |
787
| – | – | ﹤0.01% | 2650 |
|
|
2016
Q3 | $24K | Hold |
787
| – | – | ﹤0.01% | 2909 |
|
|
2016
Q2 | $20K | Buy |
787
+750
| +2,027% | +$19.1K | ﹤0.01% | 2777 |
|
|
2016
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 4056 |
|
|
2015
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 4115 |
|
|
2015
Q3 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 4035 |
|
|
2015
Q2 | – | Sell |
-37
| Closed | -$2K | – | 2524 |
|
|
2015
Q1 | $2K | Sell |
37
-340
| -90% | -$18.4K | ﹤0.01% | 3794 |
|
|
2014
Q4 | $21K | Buy |
377
+340
| +919% | +$18.9K | ﹤0.01% | 2588 |
|
|
2014
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 3587 |
|
|
2014
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 3421 |
|
|
2014
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 3412 |
|
|
2013
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 3224 |
|
|
2013
Q3 | $1K | Sell |
37
-150
| -80% | -$4.05K | ﹤0.01% | 3113 |
|
|
2013
Q2 | $6K | Buy |
+187
| New | +$6K | ﹤0.01% | 2488 |
|