Forum Financial Management’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 |
-602
| Closed | -$210K | – | 981 |
|
|
2025
Q1 | $210K | Buy |
602
+1
| +0.2% | +$349 | ﹤0.01% | 788 |
|
|
2024
Q4 | $274K | Hold |
601
| – | – | ﹤0.01% | 671 |
|
|
2024
Q3 | $263K | Hold |
601
| – | – | ﹤0.01% | 583 |
|
|
2024
Q2 | $285K | Buy |
601
+1
| +0.2% | +$474 | 0.01% | 501 |
|
|
2024
Q1 | $351K | Hold |
600
| – | – | 0.01% | 441 |
|
|
2023
Q4 | $263K | Hold |
600
| – | – | 0.01% | 515 |
|
|
2023
Q3 | $239K | Hold |
600
| – | – | 0.01% | 510 |
|
|
2023
Q2 | $205K | Buy |
+600
| New | +$205K | ﹤0.01% | 605 |
|
|
2022
Q1 | – | Sell |
-600
| Closed | -$202K | – | 670 |
|
|
2021
Q4 | $202K | Buy |
+600
| New | +$202K | 0.01% | 619 |
|