Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,573
Closed -$770K 1940
2025
Q3
$770K Buy
2,573
+1,624
+171% +$490K 0.11% 232
2025
Q2
$260K Sell
949
-1,338
-59% -$381K 0.03% 758
2025
Q1
$799K Buy
2,287
+1,171
+105% +$509K 0.12% 211
2024
Q4
$509K Buy
+1,116
New +$552K 0.09% 371
2024
Q3
Sell
-594
Closed -$252K 3669
2024
Q2
$282K Sell
594
-1,552
-72% -$723K 0.01% 2048
2024
Q1
$1.26M Buy
2,146
+1,647
+330% +$862K 0.06% 1002
2023
Q4
$219K Buy
+499
New +$202K 0.01% 2315
2023
Q3
Hold
0
3598
2023
Q2
Sell
-2,837
Closed -$821K 3439
2023
Q1
$772K Buy
2,837
+1,789
+171% +$477K 0.06% 985
2022
Q4
$220K Buy
+1,048
New +$228K 0.03% 1858

Other funds holding SAIA