Venturi Wealth Management’s Saia SAIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-870
| Closed | -$304K | – | 601 |
|
|
2025
Q1 | $304K | Buy |
870
+196
| +29% | +$68.5K | 0.02% | 439 |
|
|
2024
Q4 | $307K | Buy |
674
+81
| +14% | +$36.9K | 0.02% | 445 |
|
|
2024
Q3 | $259K | Buy |
593
+231
| +64% | +$101K | 0.01% | 415 |
|
|
2024
Q2 | $172K | Buy |
362
+314
| +654% | +$149K | 0.01% | 431 |
|
|
2024
Q1 | $28.1K | Hold |
48
| – | – | ﹤0.01% | 641 |
|
|
2023
Q4 | $21K | Hold |
48
| – | – | ﹤0.01% | 689 |
|
|
2023
Q3 | $19.1K | Hold |
48
| – | – | ﹤0.01% | 638 |
|
|
2023
Q2 | $16.4K | Buy |
48
+19
| +66% | +$6.51K | ﹤0.01% | 585 |
|
|
2023
Q1 | $7.89K | Buy |
+29
| New | +$7.89K | ﹤0.01% | 752 |
|