PFS Partners’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 | $12.5K | Hold |
503
| – | – | 0.01% | 287 |
|
|
2025
Q1 | $12.7K | Hold |
503
| – | – | 0.01% | 267 |
|
|
2024
Q4 | $12K | Hold |
503
| – | – | 0.01% | 266 |
|
|
2024
Q3 | $11.7K | Hold |
503
| – | – | 0.01% | 269 |
|
|
2024
Q2 | $11.4K | Hold |
503
| – | – | 0.01% | 254 |
|
|
2024
Q1 | $11.7K | Hold |
503
| – | – | 0.01% | 256 |
|
|
2023
Q4 | $13K | Hold |
503
| – | – | 0.01% | 237 |
|
|
2023
Q3 | $12.9K | Hold |
503
| – | – | 0.01% | 214 |
|
|
2023
Q2 | $13.6K | Hold |
503
| – | – | 0.01% | 229 |
|
|
2023
Q1 | $12.7K | Hold |
503
| – | – | 0.01% | 202 |
|
|
2022
Q4 | $12.8K | Hold |
503
| – | – | 0.01% | 190 |
|
|
2022
Q3 | $10.4K | Hold |
503
| – | – | 0.01% | 192 |
|
|
2022
Q2 | $12.1K | Hold |
503
| – | – | 0.01% | 185 |
|
|
2022
Q1 | $13.7K | Hold |
503
| – | – | 0.01% | 190 |
|
|
2021
Q4 | $14.8K | Buy |
+503
| New | +$14.8K | 0.01% | 177 |
|