Laurel Wealth Advisors (North Carolina)’s Saratoga Investment SAR Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio SAR Stock Details SAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-241	Closed	-$5.56K	–	548
2025 Q4	$5.56K	Buy	+241	New	+$5.46K	﹤0.01%	532
2025 Q2	–	Sell	-241	Closed	-$6.11K	–	570
2025 Q1	$6.11K	Hold	241	–	–	﹤0.01%	519
2024 Q4	$5.76K	Hold	241	–	–	﹤0.01%	536
2024 Q3	$5.59K	Hold	241	–	–	﹤0.01%	502
2024 Q2	$5.47K	Hold	241	–	–	﹤0.01%	475
2024 Q1	$5.59K	Hold	241	–	–	﹤0.01%	476
2023 Q4	$6.23K	Hold	241	–	–	﹤0.01%	434
2023 Q3	$6.19K	Hold	241	–	–	﹤0.01%	436
2023 Q2	$6.5K	Hold	241	–	–	﹤0.01%	437
2023 Q1	$6.09K	Hold	241	–	–	﹤0.01%	441
2022 Q4	$6.14K	Hold	241	–	–	﹤0.01%	410
2022 Q3	$5K	Hold	241	–	–	﹤0.01%	432
2022 Q2	$6K	Hold	241	–	–	﹤0.01%	428
2022 Q1	$7K	Hold	241	–	–	﹤0.01%	442
2021 Q4	$7K	Hold	241	–	–	﹤0.01%	452
2021 Q3	$7K	Hold	241	–	–	﹤0.01%	443
2021 Q2	$6K	Hold	241	–	–	﹤0.01%	525
2021 Q1	$6K	Hold	241	–	–	﹤0.01%	479
2020 Q4	$5K	Hold	241	–	–	﹤0.01%	484
2020 Q3	$4K	Hold	241	–	–	﹤0.01%	445
2020 Q2	$4K	Hold	241	–	–	﹤0.01%	441
2020 Q1	$3K	Buy	+241	New	+$5.55K	﹤0.01%	451

Other funds holding SAR

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SAR Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Saratoga Investment (SAR) in Q1 2026, closing a stake of 241 shares — an estimated $5.56K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SAR in Q1 2020 and held it in 22 quarters. The position peaked at $7K in Q1 2022. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Saratoga Investment position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 241 Saratoga Investment shares in Q1 2026, an estimated $5.56K.
Laurel Wealth Advisors (North Carolina) first reported a position in Saratoga Investment in Q1 2020 and held it in 22 quarters.
Laurel Wealth Advisors (North Carolina)'s Saratoga Investment position peaked at $7K in Q1 2022.
63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.