Journey Strategic Wealth’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
1,172
+242
| +26% | +$66.3K | 0.01% | 403 |
|
|
2025
Q1 | $325K | Buy |
930
+61
| +7% | +$21.3K | 0.01% | 314 |
|
|
2024
Q4 | $396K | Hold |
869
| – | – | 0.01% | 273 |
|
|
2024
Q3 | $380K | Buy |
869
+5
| +0.6% | +$2.19K | 0.01% | 273 |
|
|
2024
Q2 | $410K | Buy |
864
+48
| +6% | +$22.8K | 0.02% | 196 |
|
|
2024
Q1 | $477K | Hold |
816
| – | – | 0.02% | 135 |
|
|
2023
Q4 | $358K | Hold |
816
| – | – | 0.02% | 119 |
|
|
2023
Q3 | $325K | Sell |
816
-127
| -13% | -$50.6K | 0.02% | 109 |
|
|
2023
Q2 | $323K | Sell |
943
-4
| -0.4% | -$1.37K | 0.01% | 117 |
|
|
2023
Q1 | $258K | Sell |
947
-43
| -4% | -$11.7K | 0.03% | 183 |
|
|
2022
Q4 | $208K | Buy |
+990
| New | +$208K | 0.02% | 214 |
|
|
2022
Q2 | – | Sell |
-1,081
| Closed | -$264K | – | 195 |
|
|
2022
Q1 | $264K | Buy |
1,081
+126
| +13% | +$30.8K | 0.03% | 115 |
|
|
2021
Q4 | $322K | Buy |
+955
| New | +$322K | 0.03% | 113 |
|