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Sunbelt Securities’s Saratoga Investment SAR Stock Holding History

Sunbelt Securities’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$300K Hold
13,726
– – 0.02% 529
2025
Q4 		$317K Buy
13,726
+344
+3% +$7.8K 0.02% 520
2025
Q3 		$326K Buy
13,382
+8,300
+163% +$207K 0.02% 503
2025
Q2 		$122K Sell
5,082
-1,850
-27% -$44.7K 0.01% 724
2025
Q1 		$176K Buy
6,932
+1,850
+36% +$46K 0.02% 594
2024
Q4 		$121K Hold
5,082
– – 0.01% 721
2024
Q3 		$118K Hold
5,082
– – 0.01% 723
2024
Q2 		$115K Hold
5,082
– – 0.01% 704
2024
Q1 		$118K Hold
5,082
– – 0.01% 670
2023
Q4 		$131K Hold
5,082
– – 0.02% 604
2023
Q3 		$131K Hold
5,082
– – 0.02% 581
2023
Q2 		$137K Hold
5,082
– – 0.02% 558
2023
Q1 		$127K Buy
+5,082
New +$134K 0.02% 527

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PAG
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HWAM
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Legal & General Group
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LPL Financial
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AAM
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Wells Fargo
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IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return