PFG 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 | $543K | Buy |
21,911
+6
| +0% | +$149 | 0.03% | 403 |
|
|
2025
Q1 | $555K | Sell |
21,905
-169
| -0.8% | -$4.28K | 0.03% | 443 |
|
|
2024
Q4 | $528K | Sell |
22,074
-375
| -2% | -$8.97K | 0.03% | 448 |
|
|
2024
Q3 | $521K | Hold |
22,449
| – | – | 0.03% | 429 |
|
|
2024
Q2 | $510K | Sell |
22,449
-746
| -3% | -$16.9K | 0.03% | 418 |
|
|
2024
Q1 | $538K | Sell |
23,195
-33
| -0.1% | -$766 | 0.04% | 377 |
|
|
2023
Q4 | $601K | Sell |
23,228
-2,001
| -8% | -$51.7K | 0.05% | 336 |
|
|
2023
Q3 | $648K | Sell |
25,229
-1,162
| -4% | -$29.9K | 0.06% | 315 |
|
|
2023
Q2 | $712K | Hold |
26,391
| – | – | 0.05% | 348 |
|
|
2023
Q1 | $667K | Sell |
26,391
-1,826
| -6% | -$46.2K | 0.06% | 340 |
|
|
2022
Q4 | $719K | Sell |
28,217
-585
| -2% | -$14.9K | 0.07% | 301 |
|
|
2022
Q3 | $598K | Sell |
28,802
-1,163
| -4% | -$24.1K | 0.07% | 299 |
|
|
2022
Q2 | $718K | Hold |
29,965
| – | – | 0.08% | 210 |
|
|
2022
Q1 | $817K | Hold |
29,965
| – | – | 0.08% | 218 |
|
|
2021
Q4 | $880K | Sell |
29,965
-633
| -2% | -$18.6K | 0.09% | 276 |
|
|
2021
Q3 | $879K | Sell |
30,598
-4,133
| -12% | -$119K | 0.1% | 260 |
|
|
2021
Q2 | $933K | Hold |
34,731
| – | – | 0.11% | 242 |
|
|
2021
Q1 | $879K | Sell |
34,731
-2,740
| -7% | -$69.3K | 0.11% | 233 |
|
|
2020
Q4 | $781K | Sell |
37,471
-1,148
| -3% | -$23.9K | 0.13% | 199 |
|
|
2020
Q3 | $684K | Sell |
38,619
-200
| -0.5% | -$3.54K | 0.13% | 197 |
|
|
2020
Q2 | $633K | Sell |
38,819
-1,493
| -4% | -$24.3K | 0.14% | 175 |
|
|
2020
Q1 | $544K | Hold |
40,312
| – | – | 0.15% | 168 |
|
|
2019
Q4 | $1.01M | Buy |
40,312
+2,729
| +7% | +$68.6K | 0.25% | 125 |
|
|
2019
Q3 | $920K | Buy |
37,583
+549
| +1% | +$13.4K | 0.25% | 120 |
|
|
2019
Q2 | $944K | Sell |
37,034
-2,108
| -5% | -$53.7K | 0.26% | 121 |
|
|
2019
Q1 | $981K | Buy |
39,142
+439
| +1% | +$11K | 0.3% | 102 |
|
|
2018
Q4 | $893K | Buy |
+38,703
| New | +$893K | 0.28% | 110 |
|