Laurel Wealth Advisors (North Carolina)’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
$241K Buy
5,977
+5,736
+2,380% +$231K ﹤0.01% 415
2025
Q1
$6.11K Hold
241
﹤0.01% 519
2024
Q4
$5.77K Hold
241
﹤0.01% 536
2024
Q3
$5.59K Hold
241
﹤0.01% 501
2024
Q2
$5.47K Hold
241
﹤0.01% 474
2024
Q1
$5.59K Hold
241
﹤0.01% 475
2023
Q4
$6.23K Hold
241
﹤0.01% 433
2023
Q3
$6.19K Hold
241
﹤0.01% 435
2023
Q2
$6.51K Hold
241
﹤0.01% 436
2023
Q1
$6.09K Hold
241
﹤0.01% 440
2022
Q4
$6.14K Hold
241
﹤0.01% 409
2022
Q3
$5K Hold
241
﹤0.01% 430
2022
Q2
$6K Hold
241
﹤0.01% 426
2022
Q1
$7K Hold
241
﹤0.01% 441
2021
Q4
$7K Hold
241
﹤0.01% 451
2021
Q3
$7K Hold
241
﹤0.01% 442
2021
Q2
$6K Hold
241
﹤0.01% 524
2021
Q1
$6K Hold
241
﹤0.01% 478
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 +$3K ﹤0.01% 451