LPL Financial’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 | $2.4M | Buy |
96,684
+8,019
| +9% | +$199K | ﹤0.01% | 2940 |
|
|
2025
Q1 | $2.25M | Buy |
88,665
+1,361
| +2% | +$34.5K | ﹤0.01% | 2826 |
|
|
2024
Q4 | $2.09M | Sell |
87,304
-5,463
| -6% | -$131K | ﹤0.01% | 2806 |
|
|
2024
Q3 | $2.15M | Buy |
92,767
+3,663
| +4% | +$84.9K | ﹤0.01% | 2632 |
|
|
2024
Q2 | $2.02M | Buy |
89,104
+10,269
| +13% | +$233K | ﹤0.01% | 2567 |
|
|
2024
Q1 | $1.83M | Buy |
78,835
+4,400
| +6% | +$102K | ﹤0.01% | 2590 |
|
|
2023
Q4 | $1.92M | Buy |
74,435
+470
| +0.6% | +$12.2K | ﹤0.01% | 2423 |
|
|
2023
Q3 | $1.9M | Buy |
73,965
+2,146
| +3% | +$55.2K | ﹤0.01% | 2319 |
|
|
2023
Q2 | $1.94M | Buy |
71,819
+6,935
| +11% | +$187K | ﹤0.01% | 2269 |
|
|
2023
Q1 | $1.64M | Sell |
64,884
-3,580
| -5% | -$90.5K | ﹤0.01% | 2303 |
|
|
2022
Q4 | $1.75M | Buy |
68,464
+1,912
| +3% | +$48.7K | ﹤0.01% | 2167 |
|
|
2022
Q3 | $1.38M | Buy |
66,552
+2,541
| +4% | +$52.8K | ﹤0.01% | 2274 |
|
|
2022
Q2 | $1.53M | Sell |
64,011
-5,675
| -8% | -$136K | ﹤0.01% | 2228 |
|
|
2022
Q1 | $1.9M | Sell |
69,686
-10,127
| -13% | -$276K | ﹤0.01% | 2094 |
|
|
2021
Q4 | $2.35M | Buy |
79,813
+2,875
| +4% | +$84.5K | ﹤0.01% | 1958 |
|
|
2021
Q3 | $2.21M | Buy |
76,938
+7,840
| +11% | +$225K | ﹤0.01% | 1954 |
|
|
2021
Q2 | $1.86M | Buy |
69,098
+594
| +0.9% | +$16K | ﹤0.01% | 2038 |
|
|
2021
Q1 | $1.74M | Buy |
68,504
+8,304
| +14% | +$210K | ﹤0.01% | 1947 |
|
|
2020
Q4 | $1.26M | Buy |
60,200
+1,561
| +3% | +$32.5K | ﹤0.01% | 2002 |
|
|
2020
Q3 | $985K | Sell |
58,639
-968
| -2% | -$16.3K | ﹤0.01% | 1953 |
|
|
2020
Q2 | $942K | Buy |
59,607
+48,605
| +442% | +$768K | ﹤0.01% | 1855 |
|
|
2020
Q1 | $127K | Sell |
11,002
-3,765
| -25% | -$43.5K | ﹤0.01% | 2934 |
|
|
2019
Q4 | $368K | Buy |
+14,767
| New | +$368K | ﹤0.01% | 2611 |
|