Pathstone Family Office’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.09M | Buy |
2,724
+714
| +36% | +$285K | 0.01% | 675 |
|
|
2023
Q2 | $688K | Sell |
2,010
-237
| -11% | -$81.2K | 0.01% | 616 |
|
|
2023
Q1 | $595K | Sell |
2,247
-6,495
| -74% | -$1.72M | 0.01% | 613 |
|
|
2022
Q4 | $1.44M | Buy |
8,742
+1,818
| +26% | +$300K | 0.01% | 604 |
|
|
2022
Q3 | $1.32M | Buy |
6,924
+3,872
| +127% | +$735K | 0.01% | 615 |
|
|
2022
Q2 | $574K | Buy |
3,052
+559
| +22% | +$105K | 0.01% | 519 |
|
|
2022
Q1 | $608K | Sell |
2,493
-27
| -1% | -$6.59K | 0.01% | 474 |
|
|
2021
Q4 | $849K | Buy |
2,520
+30
| +1% | +$10.1K | 0.02% | 380 |
|
|
2021
Q3 | $593K | Buy |
2,490
+134
| +6% | +$31.9K | 0.02% | 453 |
|
|
2021
Q2 | $493K | Buy |
2,356
+686
| +41% | +$144K | 0.01% | 470 |
|
|
2021
Q1 | $385K | Buy |
+1,670
| New | +$385K | 0.01% | 409 |
|
|
2019
Q2 | – | Sell |
-55
| Closed | -$3K | – | 848 |
|
|
2019
Q1 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 709 |
|