United Capital Financial Advisors’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-502
| Closed | -$294K | – | 1094 |
|
|
2024
Q1 | $294K | Sell |
502
-116
| -19% | -$67.9K | ﹤0.01% | 878 |
|
|
2023
Q4 | $271K | Buy |
+618
| New | +$271K | ﹤0.01% | 900 |
|
|
2019
Q3 | – | Sell |
-13,638
| Closed | -$882K | – | 1429 |
|
|
2019
Q2 | $882K | Buy |
13,638
+490
| +4% | +$31.7K | 0.01% | 850 |
|
|
2019
Q1 | $803K | Sell |
13,148
-1,406
| -10% | -$85.9K | 0.01% | 831 |
|
|
2018
Q4 | $812K | Buy |
+14,554
| New | +$812K | 0.01% | 773 |
|