IFP Advisors’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.84K | Sell |
28
-36
| -56% | -$13.1K | ﹤0.01% | 3152 |
|
|
2025
Q4 | $20.9K | Buy |
64
+2
| +3% | +$605 | ﹤0.01% | 2710 |
|
|
2025
Q3 | $18.6K | Buy |
62
+12
| +24% | +$3.62K | ﹤0.01% | 2610 |
|
|
2025
Q2 | $23.1K | Buy |
50
+18
| +56% | +$5.13K | ﹤0.01% | 2463 |
|
|
2025
Q1 | $12.7K | Buy |
32
+7
| +28% | +$3.04K | ﹤0.01% | 2499 |
|
|
2024
Q4 | $13.4K | Buy |
25
+2
| +9% | +$989 | ﹤0.01% | 2426 |
|
|
2024
Q3 | $10.2K | Sell |
23
-587
| -96% | -$249K | ﹤0.01% | 2416 |
|
|
2024
Q2 | $289K | Buy |
610
+533
| +692% | +$248K | 0.01% | 855 |
|
|
2024
Q1 | $45.2K | Buy |
77
+18
| +31% | +$9.42K | ﹤0.01% | 1631 |
|
|
2023
Q4 | $25.9K | Sell |
59
-340
| -85% | -$137K | ﹤0.01% | 1811 |
|
|
2023
Q3 | $159K | Buy |
399
+60
| +18% | +$24.2K | 0.01% | 1059 |
|
|
2023
Q2 | $116K | Buy |
339
+320
| +1,684% | +$92.6K | ﹤0.01% | 1253 |
|
|
2023
Q1 | $1.57K | Sell |
19
-141
| -88% | -$37.6K | ﹤0.01% | 2971 |
|
|
2022
Q4 | $17K | Sell |
160
-5
| -3% | -$1.09K | ﹤0.01% | 3040 |
|
|
2022
Q3 | $19K | Buy |
165
+111
| +206% | +$23.5K | ﹤0.01% | 3143 |
|
|
2022
Q2 | $5K | Hold |
54
| – | – | ﹤0.01% | 3820 |
|
|
2022
Q1 | $5K | Buy |
+54
| New | +$15K | ﹤0.01% | 3820 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4427 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4182 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4086 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3896 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3761 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3588 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3542 |
|
|
2019
Q4 | – | Sell |
-111
| Closed | -$10.5K | – | 3491 |
|
|
2019
Q3 | $10K | Buy |
+111
| New | +$8.81K | ﹤0.01% | 2082 |
|
|
2019
Q1 | – | Sell |
-29
| Closed | -$2K | – | 3243 |
|
|
2018
Q4 | $2K | Buy |
+29
| New | +$1.76K | ﹤0.01% | 3187 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 4040 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 3829 |
|
|
2017
Q4 | – | Sell |
-12
| Closed | -$770 | – | 4067 |
|
|
2017
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 3941 |
|
|
2017
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 3930 |
|
|
2017
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 3841 |
|
|
2016
Q4 | $1K | Buy |
+12
| New | +$464 | ﹤0.01% | 3822 |
|
Other funds holding SAIA
VCM
VPM
WA