IFP Advisors’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8K | Hold |
1,000
| – | – | ﹤0.01% | 2433 |
|
|
2025
Q1 | $25.3K | Hold |
1,000
| – | – | ﹤0.01% | 2202 |
|
|
2024
Q4 | $23.9K | Hold |
1,000
| – | – | ﹤0.01% | 2167 |
|
|
2024
Q3 | $23.2K | Sell |
1,000
-500
| -33% | -$11.6K | ﹤0.01% | 2088 |
|
|
2024
Q2 | $34.1K | Hold |
1,500
| – | – | ﹤0.01% | 1833 |
|
|
2024
Q1 | $34.8K | Sell |
1,500
-500
| -25% | -$11.6K | ﹤0.01% | 1728 |
|
|
2023
Q4 | $51.7K | Buy |
2,000
+500
| +33% | +$12.9K | ﹤0.01% | 1531 |
|
|
2023
Q3 | $38.6K | Sell |
1,500
-6,812
| -82% | -$175K | ﹤0.01% | 1665 |
|
|
2023
Q2 | $224K | Sell |
8,312
-516
| -6% | -$13.9K | 0.01% | 962 |
|
|
2023
Q1 | $203K | Buy |
8,828
+2,034
| +30% | +$46.9K | 0.01% | 940 |
|
|
2022
Q4 | $157K | Buy |
6,794
+66
| +1% | +$1.53K | ﹤0.01% | 1473 |
|
|
2022
Q3 | $155K | Buy |
6,728
+76
| +1% | +$1.75K | ﹤0.01% | 1566 |
|
|
2022
Q2 | $154K | Hold |
6,652
| – | – | ﹤0.01% | 1438 |
|
|
2022
Q1 | $154K | Buy |
+6,652
| New | +$154K | ﹤0.01% | 1438 |
|
|
2016
Q1 | – | Sell |
-160
| Closed | -$2K | – | 3246 |
|
|
2015
Q4 | $2K | Buy |
+160
| New | +$2K | ﹤0.01% | 3345 |
|