Steward Partners Investment Advisory’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 | $18.2K | Sell |
734
-1,535
| -68% | -$38.1K | ﹤0.01% | 2963 |
|
|
2025
Q1 | $57.5K | Hold |
2,269
| – | – | ﹤0.01% | 2311 |
|
|
2024
Q4 | $54.3K | Hold |
2,269
| – | – | ﹤0.01% | 2291 |
|
|
2024
Q3 | $52.6K | Sell |
2,269
-1,695
| -43% | -$39.3K | ﹤0.01% | 2209 |
|
|
2024
Q2 | $90K | Sell |
3,964
-1,000
| -20% | -$22.7K | ﹤0.01% | 1829 |
|
|
2024
Q1 | $115K | Sell |
4,964
-1,074
| -18% | -$24.9K | ﹤0.01% | 1694 |
|
|
2023
Q4 | $156K | Buy |
6,038
+1,535
| +34% | +$39.7K | ﹤0.01% | 1475 |
|
|
2023
Q3 | $116K | Sell |
4,503
-1,000
| -18% | -$25.7K | ﹤0.01% | 1510 |
|
|
2023
Q2 | $149K | Sell |
5,503
-1,700
| -24% | -$45.9K | ﹤0.01% | 1400 |
|
|
2023
Q1 | $182K | Buy |
7,203
+2,400
| +50% | +$60.7K | ﹤0.01% | 1333 |
|
|
2022
Q4 | $122K | Buy |
4,803
+4,069
| +554% | +$104K | ﹤0.01% | 1464 |
|
|
2022
Q3 | $15K | Hold |
734
| – | – | ﹤0.01% | 2357 |
|
|
2022
Q2 | $18K | Hold |
734
| – | – | ﹤0.01% | 2278 |
|
|
2022
Q1 | $20K | Hold |
734
| – | – | ﹤0.01% | 2373 |
|
|
2021
Q4 | $22K | Hold |
734
| – | – | ﹤0.01% | 2283 |
|
|
2021
Q3 | $21K | Hold |
734
| – | – | ﹤0.01% | 2308 |
|
|
2021
Q2 | $20K | Buy |
734
+24
| +3% | +$654 | ﹤0.01% | 5107 |
|
|
2021
Q1 | $18K | Buy |
+710
| New | +$18K | ﹤0.01% | 2525 |
|