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Old Point Trust & Financial Services N A’s Saratoga Investment SAR Stock Holding History

Old Point Trust & Financial Services N A’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-200
Closed -$4.64K – 489
2024
Q1 		$4.64K Buy
+200
New +$4.7K ﹤0.01% 351

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AAM
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Millennium Management
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Legal & General Group
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Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Old Point Trust & Financial Services N A's SAR Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of Saratoga Investment (SAR) in Q2 2024, closing a stake of 200 shares — an estimated $4.64K sold.

Old Point Trust & Financial Services N A first reported a position in SAR in Q1 2024 and held it in 1 quarter. The position peaked at $4.64K in Q1 2024. 58 funds tracked by Wall St. Rank hold SAR as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining Saratoga Investment position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 200 Saratoga Investment shares in Q2 2024, an estimated $4.64K.
  • Old Point Trust & Financial Services N A first reported a position in Saratoga Investment in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's Saratoga Investment position peaked at $4.64K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.