CreativeOne Wealth’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 |
-1,618
| Closed | -$565K | – | 1176 |
|
|
2025
Q1 | $565K | Sell |
1,618
-61
| -4% | -$21.3K | 0.02% | 649 |
|
|
2024
Q4 | $765K | Sell |
1,679
-274
| -14% | -$125K | 0.02% | 560 |
|
|
2024
Q3 | $854K | Buy |
+1,953
| New | +$854K | 0.03% | 482 |
|
|
2024
Q2 | – | Sell |
-1,890
| Closed | -$1.11M | – | 893 |
|
|
2024
Q1 | $1.11M | Buy |
+1,890
| New | +$1.11M | 0.04% | 355 |
|
|
2023
Q3 | – | Sell |
-1,945
| Closed | -$666K | – | 778 |
|
|
2023
Q2 | $666K | Sell |
1,945
-393
| -17% | -$135K | 0.03% | 417 |
|
|
2023
Q1 | $636K | Buy |
2,338
+18
| +0.8% | +$4.9K | 0.03% | 406 |
|
|
2022
Q4 | $486K | Sell |
2,320
-386
| -14% | -$80.9K | 0.03% | 440 |
|
|
2022
Q3 | $514K | Buy |
2,706
+391
| +17% | +$74.3K | 0.03% | 396 |
|
|
2022
Q2 | $435K | Buy |
2,315
+257
| +12% | +$48.3K | 0.02% | 451 |
|
|
2022
Q1 | $502K | Buy |
2,058
+171
| +9% | +$41.7K | 0.03% | 431 |
|
|
2021
Q4 | $636K | Sell |
1,887
-306
| -14% | -$103K | 0.03% | 391 |
|
|
2021
Q3 | $522K | Buy |
2,193
+72
| +3% | +$17.1K | 0.03% | 394 |
|
|
2021
Q2 | $444K | Buy |
+2,121
| New | +$444K | 0.03% | 411 |
|