Hennion & Walsh Asset Management’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 | $4.39M | Sell |
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|
2025
Q2 | $5.17M | Buy |
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|
2025
Q1 | $4.89M | Buy |
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|
2024
Q4 | $3.46M | Buy |
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|
2024
Q3 | $3.2M | Buy |
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|
2024
Q2 | $2.74M | Sell |
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|
2024
Q1 | $2.91M | Buy |
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|
2023
Q4 | $3.19M | Buy |
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|
2023
Q3 | $2.13M | Buy |
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|
2023
Q2 | $2.18M | Sell |
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|
2023
Q1 | $2.46M | Sell |
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|
2022
Q4 | $2.89M | Buy |
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|
2022
Q3 | $2.33M | Buy |
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|
2022
Q2 | $2.44M | Buy |
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|
2022
Q1 | $2.47M | Sell |
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|
2021
Q4 | $3.54M | Sell |
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|
2021
Q3 | $3.68M | Buy |
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|
2021
Q2 | $3.25M | Buy |
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|
2021
Q1 | $2.57M | Buy |
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