Sheets Smith Wealth Management’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.13M | Buy |
2,687
+52
| +2% | +$22.9K | 0.11% | 178 |
|
|
2026
Q1 | $926K | Buy |
2,635
+1
| +0% | +$365 | 0.1% | 195 |
|
|
2025
Q4 | $860K | Buy |
2,634
+2
| +0.1% | +$605 | 0.09% | 198 |
|
|
2025
Q3 | $788K | Buy |
2,632
+45
| +2% | +$13.6K | 0.09% | 212 |
|
|
2025
Q2 | $709K | Buy |
2,587
+81
| +3% | +$23.1K | 0.08% | 225 |
|
|
2025
Q1 | $876K | Buy |
2,506
+97
| +4% | +$42.2K | 0.11% | 175 |
|
|
2024
Q4 | $1.1M | Buy |
2,409
+20
| +0.8% | +$9.89K | 0.13% | 148 |
|
|
2024
Q3 | $1.04M | Sell |
2,389
-34
| -1% | -$14.4K | 0.13% | 153 |
|
|
2024
Q2 | $1.15M | Sell |
2,423
-3
| -0.1% | -$1.4K | 0.14% | 148 |
|
|
2024
Q1 | $1.42M | Hold |
2,426
| – | – | 0.16% | 132 |
|
|
2023
Q4 | $1.06M | Sell |
2,426
-293
| -11% | -$118K | 0.15% | 135 |
|
|
2023
Q3 | $1.08M | Sell |
2,719
-333
| -11% | -$134K | 0.17% | 128 |
|
|
2023
Q2 | $1.05M | Hold |
3,052
| – | – | 0.15% | 132 |
|
|
2023
Q1 | $830K | Sell |
3,052
-526
| -15% | -$140K | 0.13% | 148 |
|
|
2022
Q4 | $750K | Hold |
3,578
| – | – | 0.12% | 156 |
|
|
2022
Q3 | $680K | Sell |
3,578
-470
| -12% | -$99.6K | 0.11% | 156 |
|
|
2022
Q2 | $761K | Buy |
4,048
+340
| +9% | +$68.3K | 0.13% | 153 |
|
|
2022
Q1 | $904K | Buy |
3,708
+7
| +0.2% | +$1.94K | 0.12% | 153 |
|
|
2021
Q4 | $1.25M | Buy |
3,701
+12
| +0.3% | +$3.72K | 0.15% | 131 |
|
|
2021
Q3 | $878K | Hold |
3,689
| – | – | 0.12% | 153 |
|
|
2021
Q2 | $773K | Hold |
3,689
| – | – | 0.1% | 170 |
|
|
2021
Q1 | $851K | Hold |
3,689
| – | – | 0.13% | 151 |
|
|
2020
Q4 | $667K | Buy |
3,689
+90
| +3% | +$14.8K | 0.1% | 175 |
|
|
2020
Q3 | $454K | Hold |
3,599
| – | – | 0.08% | 193 |
|
|
2020
Q2 | $400K | Hold |
3,599
| – | – | 0.08% | 180 |
|
|
2020
Q1 | $265K | Buy |
3,599
+216
| +6% | +$18.9K | 0.06% | 219 |
|
|
2019
Q4 | $315K | Sell |
3,383
-1,643
| -33% | -$155K | 0.06% | 262 |
|
|
2019
Q3 | $471K | Sell |
5,026
-1,772
| -26% | -$141K | 0.1% | 200 |
|
|
2019
Q2 | $440K | Hold |
6,798
| – | – | 0.09% | 226 |
|
|
2019
Q1 | $415K | Sell |
6,798
-41
| -0.6% | -$2.54K | 0.09% | 227 |
|
|
2018
Q4 | $382K | Sell |
6,839
-7,418
| -52% | -$451K | 0.1% | 189 |
|
|
2018
Q3 | $1.09M | Buy |
14,257
+18
| +0.1% | +$1.4K | 0.23% | 109 |
|
|
2018
Q2 | $1.15M | Buy |
14,239
+819
| +6% | +$63.2K | 0.27% | 93 |
|
|
2018
Q1 | $1.01M | Sell |
13,420
-10
| -0.1% | -$744 | 0.24% | 111 |
|
|
2017
Q4 | $950K | Buy |
13,430
+162
| +1% | +$10.4K | 0.22% | 122 |
|
|
2017
Q3 | $831K | Buy |
13,268
+7,182
| +118% | +$396K | 0.21% | 130 |
|
|
2017
Q2 | $312K | Hold |
6,086
| – | – | 0.08% | 223 |
|
|
2017
Q1 | $270K | Hold |
6,086
| – | – | 0.07% | 248 |
|
|
2016
Q4 | $269K | Buy |
+6,086
| New | +$235K | 0.08% | 241 |
|
|
2015
Q3 | – | Sell |
-5,736
| Closed | -$225K | – | 231 |
|
|
2015
Q2 | $225K | Buy |
5,736
+160
| +3% | +$6.61K | 0.06% | 216 |
|
|
2015
Q1 | $247K | Sell |
5,576
-28,812
| -84% | -$1.33M | 0.07% | 207 |
|
|
2014
Q4 | $1.9M | Sell |
34,388
-405
| -1% | -$21.1K | 0.5% | 59 |
|
|
2014
Q3 | $1.72M | Buy |
34,793
+1,917
| +6% | +$91.1K | 0.47% | 63 |
|
|
2014
Q2 | $1.44M | Buy |
32,876
+5,268
| +19% | +$219K | 0.39% | 75 |
|
|
2014
Q1 | $1.05M | Buy |
27,608
+1,102
| +4% | +$38K | 0.3% | 94 |
|
|
2013
Q4 | $850K | Buy |
26,506
+3,584
| +16% | +$117K | 0.23% | 111 |
|
|
2013
Q3 | $715K | Sell |
22,922
-4,004
| -15% | -$125K | 0.23% | 119 |
|
|
2013
Q2 | $807K | Buy |
+26,926
| New | +$766K | 0.27% | 99 |
|
Other funds holding SAIA
WA
JSA
YIH
P
GI
CWP
NAM