Steward Partners Investment Advisory’s Saratoga Investment SAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $164K | Buy |
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|
2025
Q4 | $120K | Buy |
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|
2025
Q3 | $17.9K | Hold |
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|
2025
Q2 | $18.2K | Sell |
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|
2025
Q1 | $57.5K | Hold |
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|
2024
Q4 | $54.3K | Hold |
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|
2024
Q3 | $52.6K | Sell |
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|
2024
Q2 | $90K | Sell |
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|
2024
Q1 | $115K | Sell |
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|
2023
Q4 | $156K | Buy |
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|
2023
Q3 | $116K | Sell |
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|
2023
Q2 | $149K | Sell |
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|
2023
Q1 | $182K | Buy |
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|
2022
Q4 | $122K | Buy |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $20K | Hold |
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|
2021
Q4 | $22K | Hold |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $20K | Buy |
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|
2021
Q1 | $18K | Buy |
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