Lido Advisors’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 | $4.62M | Buy |
186,253
+56,125
| +43% | +$1.39M | 0.02% | 369 |
|
|
2025
Q1 | $3.3M | Buy |
130,128
+35,147
| +37% | +$890K | 0.01% | 403 |
|
|
2024
Q4 | $2.27M | Buy |
94,981
+23,089
| +32% | +$552K | 0.01% | 459 |
|
|
2024
Q3 | $1.67M | Buy |
71,892
+1,275
| +2% | +$29.6K | 0.01% | 483 |
|
|
2024
Q2 | $1.6M | Hold |
70,617
| – | – | 0.01% | 465 |
|
|
2024
Q1 | $1.64M | Hold |
70,617
| – | – | 0.01% | 450 |
|
|
2023
Q4 | $1.83M | Buy |
+70,617
| New | +$1.83M | 0.01% | 405 |
|