D.A. Davidson & Co’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $767K | Buy |
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|
2025
Q2 | $772K | Buy |
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|
2025
Q1 | $760K | Buy |
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|
2024
Q4 | $716K | Buy |
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|
2024
Q3 | $626K | Sell |
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|
2024
Q2 | $630K | Buy |
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|
2024
Q1 | $628K | Buy |
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|
2023
Q4 | $626K | Buy |
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|
2023
Q3 | $595K | Buy |
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|
2023
Q2 | $616K | Buy |
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|
2023
Q1 | $575K | Buy |
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|
2022
Q4 | $515K | Sell |
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|
2022
Q3 | $443K | Buy |
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|
2022
Q2 | $509K | Buy |
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|
2022
Q1 | $577K | Buy |
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|
2021
Q4 | $619K | Buy |
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|
2021
Q3 | $491K | Buy |
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|
2021
Q2 | $441K | Buy |
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|
2021
Q1 | $408K | Buy |
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|
2020
Q4 | $323K | Sell |
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|
2020
Q3 | $268K | Sell |
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|
2020
Q2 | $261K | Buy |
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|
2020
Q1 | $179K | Buy |
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|
2019
Q4 | $365K | Buy |
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|
2019
Q3 | $290K | Buy |
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