EverSource 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
$156K Sell
571
-54
-9% -$14.8K 0.01% 970
2025
Q1
$218K Sell
625
-119
-16% -$41.6K 0.01% 631
2024
Q4
$339K Buy
744
+26
+4% +$11.8K 0.02% 470
2024
Q3
$314K Sell
718
-14
-2% -$6.12K 0.02% 436
2024
Q2
$306K Buy
732
+9
+1% +$3.76K 0.02% 436
2024
Q1
$287K Buy
723
+27
+4% +$10.7K 0.02% 386
2023
Q4
$305K Sell
696
-70
-9% -$30.7K 0.03% 335
2023
Q3
$305K Buy
766
+181
+31% +$72.2K 0.03% 301
2023
Q2
$200K Hold
585
0.02% 394
2023
Q1
$159K Buy
585
+578
+8,257% +$157K 0.02% 415
2022
Q4
$1.47K Buy
+7
New +$1.47K ﹤0.01% 1999