Mount Yale Investment Advisors’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93K | Sell |
18
-1,342
| -99% | -$368K | ﹤0.01% | 1237 |
|
|
2025
Q1 | $475K | Sell |
1,360
-254
| -16% | -$88.8K | 0.04% | 336 |
|
|
2024
Q4 | $736K | Buy |
1,614
+5
| +0.3% | +$2.28K | 0.06% | 262 |
|
|
2024
Q3 | $704K | Sell |
1,609
-87
| -5% | -$38K | 0.07% | 269 |
|
|
2024
Q2 | $804K | Sell |
1,696
-86
| -5% | -$40.8K | 0.06% | 247 |
|
|
2024
Q1 | $1.04M | Sell |
1,782
-563
| -24% | -$329K | 0.08% | 214 |
|
|
2023
Q4 | $1.03M | Sell |
2,345
-31
| -1% | -$13.6K | 0.1% | 195 |
|
|
2023
Q3 | $947K | Buy |
2,376
+21
| +0.9% | +$8.37K | 0.1% | 193 |
|
|
2023
Q2 | $806K | Sell |
2,355
-754
| -24% | -$258K | 0.09% | 230 |
|
|
2023
Q1 | $846K | Buy |
3,109
+2,027
| +187% | +$552K | 0.1% | 218 |
|
|
2022
Q4 | $227K | Sell |
1,082
-1,992
| -65% | -$418K | 0.03% | 413 |
|
|
2022
Q3 | $584K | Sell |
3,074
-47
| -2% | -$8.93K | 0.08% | 250 |
|
|
2022
Q2 | $587K | Buy |
3,121
+30
| +1% | +$5.64K | 0.07% | 259 |
|
|
2022
Q1 | $754K | Buy |
3,091
+2,089
| +208% | +$510K | 0.08% | 241 |
|
|
2021
Q4 | $338K | Sell |
1,002
-488
| -33% | -$165K | 0.04% | 341 |
|
|
2021
Q3 | $355K | Buy |
1,490
+187
| +14% | +$44.6K | 0.04% | 323 |
|
|
2021
Q2 | $273K | Sell |
1,303
-7
| -0.5% | -$1.47K | 0.03% | 339 |
|
|
2021
Q1 | $302K | Buy |
+1,310
| New | +$302K | 0.04% | 306 |
|