Venturi Wealth Management’s Saratoga Investment SAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-93	Closed	-$2.23K	–	1574
2024 Q4	$2.23K	Hold	93	–	–	﹤0.01%	1837
2024 Q3	$2.16K	Buy	+93	New	+$2.16K	﹤0.01%	1653