Janney Montgomery Scott’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 | $200K | Sell |
8,077
-1,152
| -12% | -$28.5K | ﹤0.01% | 2571 |
|
|
2025
Q1 | $234K | Buy |
9,229
+347
| +4% | +$8.8K | ﹤0.01% | 2453 |
|
|
2024
Q4 | $212K | Buy |
+8,882
| New | +$212K | ﹤0.01% | 2523 |
|
|
2024
Q3 | – | Sell |
-20,761
| Closed | -$471K | – | 2826 |
|
|
2024
Q2 | $471K | Sell |
20,761
-2,082
| -9% | -$47.2K | ﹤0.01% | 1937 |
|
|
2024
Q1 | $530K | Buy |
22,843
+4,016
| +21% | +$93.2K | ﹤0.01% | 1954 |
|
|
2023
Q4 | $487K | Buy |
18,827
+1,444
| +8% | +$37.4K | ﹤0.01% | 1920 |
|
|
2023
Q3 | $447K | Buy |
17,383
+8,563
| +97% | +$220K | ﹤0.01% | 1845 |
|
|
2023
Q2 | $238K | Buy |
+8,820
| New | +$238K | ﹤0.01% | 2367 |
|