LWAM
Legacy Wealth Asset Management’s Saia SAIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-674
| Closed | -$236K | – | 358 |
|
|
2025
Q1 | $236K | Sell |
674
-35
| -5% | -$12.2K | 0.07% | 323 |
|
|
2024
Q4 | $323K | Sell |
709
-61
| -8% | -$27.8K | 0.09% | 296 |
|
|
2024
Q3 | $337K | Buy |
770
+30
| +4% | +$13.1K | 0.09% | 290 |
|
|
2024
Q2 | $351K | Buy |
740
+40
| +6% | +$19K | 0.1% | 283 |
|
|
2024
Q1 | $410K | Sell |
700
-109
| -13% | -$63.8K | 0.11% | 261 |
|
|
2023
Q4 | $355K | Sell |
809
-8
| -1% | -$3.51K | 0.12% | 268 |
|
|
2023
Q3 | $326K | Sell |
817
-54
| -6% | -$21.5K | 0.12% | 264 |
|
|
2023
Q2 | $298K | Sell |
871
-255
| -23% | -$87.3K | 0.1% | 285 |
|
|
2023
Q1 | $306K | Sell |
1,126
-8
| -0.7% | -$2.18K | 0.11% | 284 |
|
|
2022
Q4 | $238K | Buy |
+1,134
| New | +$238K | 0.09% | 308 |
|
|
2022
Q2 | – | Sell |
-862
| Closed | -$210K | – | 338 |
|
|
2022
Q1 | $210K | Buy |
+862
| New | +$210K | 0.07% | 292 |
|
|
2021
Q1 | – | Sell |
-1,261
| Closed | -$228K | – | 291 |
|
|
2020
Q4 | $228K | Buy |
+1,261
| New | +$228K | 0.11% | 263 |
|