Sheets Smith Wealth Management’s Saia SAIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$709K Buy
2,587
+81
+3% +$22.2K 0.08% 225
2025
Q1
$876K Buy
2,506
+97
+4% +$33.9K 0.11% 175
2024
Q4
$1.1M Buy
2,409
+20
+0.8% +$9.12K 0.13% 148
2024
Q3
$1.04M Sell
2,389
-34
-1% -$14.9K 0.13% 153
2024
Q2
$1.15M Sell
2,423
-3
-0.1% -$1.42K 0.14% 148
2024
Q1
$1.42M Hold
2,426
0.16% 132
2023
Q4
$1.06M Sell
2,426
-293
-11% -$128K 0.15% 135
2023
Q3
$1.08M Sell
2,719
-333
-11% -$133K 0.17% 128
2023
Q2
$1.05M Hold
3,052
0.15% 132
2023
Q1
$830K Sell
3,052
-526
-15% -$143K 0.13% 148
2022
Q4
$750K Hold
3,578
0.12% 156
2022
Q3
$680K Sell
3,578
-470
-12% -$89.3K 0.11% 156
2022
Q2
$761K Buy
4,048
+340
+9% +$63.9K 0.13% 153
2022
Q1
$904K Buy
3,708
+7
+0.2% +$1.71K 0.12% 153
2021
Q4
$1.25M Buy
3,701
+12
+0.3% +$4.04K 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% +$16.3K 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% +$15.9K 0.06% 219
2019
Q4
$315K Sell
3,383
-1,643
-33% -$153K 0.06% 262
2019
Q3
$471K Sell
5,026
-1,772
-26% -$166K 0.1% 200
2019
Q2
$440K Hold
6,798
0.09% 226
2019
Q1
$415K Sell
6,798
-41
-0.6% -$2.5K 0.09% 227
2018
Q4
$382K Sell
6,839
-7,418
-52% -$414K 0.1% 189
2018
Q3
$1.09M Buy
14,257
+18
+0.1% +$1.38K 0.23% 109
2018
Q2
$1.15M Buy
14,239
+819
+6% +$66.2K 0.27% 93
2018
Q1
$1.01M Sell
13,420
-10
-0.1% -$752 0.24% 111
2017
Q4
$950K Buy
13,430
+162
+1% +$11.5K 0.22% 122
2017
Q3
$831K Buy
13,268
+7,182
+118% +$450K 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 +$269K 0.08% 241
2015
Q3
Sell
-5,736
Closed -$225K 231
2015
Q2
$225K Buy
5,736
+160
+3% +$6.28K 0.06% 216
2015
Q1
$247K Sell
5,576
-28,812
-84% -$1.28M 0.07% 207
2014
Q4
$1.9M Sell
34,388
-405
-1% -$22.4K 0.5% 59
2014
Q3
$1.72M Buy
34,793
+1,917
+6% +$95K 0.47% 63
2014
Q2
$1.44M Buy
32,876
+5,268
+19% +$231K 0.39% 75
2014
Q1
$1.06M Buy
27,608
+1,102
+4% +$42.1K 0.3% 94
2013
Q4
$850K Buy
26,506
+3,584
+16% +$115K 0.23% 111
2013
Q3
$715K Sell
22,922
-4,004
-15% -$125K 0.23% 119
2013
Q2
$807K Buy
+26,926
New +$807K 0.27% 99