IFP Advisors’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
Q2 | $24.8K | Hold |
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|
2025
Q1 | $25.3K | Hold |
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|
2024
Q4 | $23.9K | Hold |
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|
2024
Q3 | $23.2K | Sell |
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|
2024
Q2 | $34K | Hold |
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|
2024
Q1 | $34.8K | Sell |
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|
2023
Q4 | $51.7K | Buy |
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|
2023
Q3 | $38.5K | Sell |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q4 | $157K | Buy |
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|
2022
Q3 | $155K | Buy |
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|
2022
Q2 | $154K | Hold |
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|
2022
Q1 | $154K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2K | Buy |
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