Private Advisor Group’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 | $3.75M | Buy |
151,280
+25,488
| +20% | +$632K | 0.02% | 684 |
|
|
2025
Q1 | $3.19M | Buy |
125,792
+3,497
| +3% | +$88.6K | 0.02% | 697 |
|
|
2024
Q4 | $2.93M | Sell |
122,295
-7,326
| -6% | -$175K | 0.02% | 720 |
|
|
2024
Q3 | $3.01M | Buy |
129,621
+71
| +0.1% | +$1.65K | 0.02% | 715 |
|
|
2024
Q2 | $2.94M | Buy |
129,550
+3,417
| +3% | +$77.6K | 0.02% | 687 |
|
|
2024
Q1 | $2.93M | Buy |
126,133
+15,782
| +14% | +$366K | 0.02% | 646 |
|
|
2023
Q4 | $2.85M | Buy |
110,351
+28,027
| +34% | +$725K | 0.02% | 627 |
|
|
2023
Q3 | $2.12M | Buy |
82,324
+22,950
| +39% | +$590K | 0.02% | 681 |
|
|
2023
Q2 | $1.6M | Buy |
59,374
+2,800
| +5% | +$75.6K | 0.01% | 820 |
|
|
2023
Q1 | $1.43M | Buy |
56,574
+2,350
| +4% | +$59.4K | 0.01% | 830 |
|
|
2022
Q4 | $1.38K | Buy |
54,224
+8,300
| +18% | +$212 | ﹤0.01% | 1175 |
|
|
2022
Q3 | $954K | Buy |
45,924
+4,400
| +11% | +$91.4K | 0.01% | 940 |
|
|
2022
Q2 | $995K | Buy |
41,524
+10,104
| +32% | +$242K | 0.01% | 1067 |
|
|
2022
Q1 | $857K | Buy |
31,420
+17,020
| +118% | +$464K | 0.01% | 1163 |
|
|
2021
Q4 | $423K | Hold |
14,400
| – | – | ﹤0.01% | 1537 |
|
|
2021
Q3 | $414K | Hold |
14,400
| – | – | ﹤0.01% | 1596 |
|
|
2021
Q2 | $387K | Buy |
14,400
+550
| +4% | +$14.8K | ﹤0.01% | 1514 |
|
|
2021
Q1 | $351K | Buy |
13,850
+850
| +7% | +$21.5K | ﹤0.01% | 1480 |
|
|
2020
Q4 | $271K | Hold |
13,000
| – | – | ﹤0.01% | 1502 |
|
|
2020
Q3 | $218K | Buy |
13,000
+5,660
| +77% | +$94.9K | ﹤0.01% | 1373 |
|
|
2020
Q2 | $116K | Buy |
+7,340
| New | +$116K | ﹤0.01% | 1625 |
|