Heritage Family Offices’s Saia SAIA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$266K	Hold	741	–	–	0.13%	138
2025 Q1	$259K	Buy	741 +29	+4%	+$10.1K	0.13%	140
2024 Q4	$324K	Sell	712 -18	-2%	-$8.2K	0.16%	120
2024 Q3	$319K	Buy	730 +5	+0.7%	+$2.19K	0.16%	123
2024 Q2	$344K	Buy	+725	New	+$344K	0.19%	103