Larson Financial Group’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,969
| Closed | -$231K | – | 2481 |
|
|
2024
Q1 | $231K | Buy |
9,969
+305
| +3% | +$7.08K | 0.02% | 370 |
|
|
2023
Q4 | $250K | Buy |
9,664
+512
| +6% | +$13.2K | 0.02% | 301 |
|
|
2023
Q3 | $235K | Hold |
9,152
| – | – | 0.02% | 294 |
|
|
2023
Q2 | $247K | Buy |
9,152
+229
| +3% | +$6.18K | 0.02% | 287 |
|
|
2023
Q1 | $226K | Buy |
8,923
+455
| +5% | +$11.5K | 0.02% | 298 |
|
|
2022
Q4 | $216K | Hold |
8,468
| – | – | 0.03% | 291 |
|
|
2022
Q3 | $176K | Buy |
+8,468
| New | +$176K | 0.03% | 284 |
|