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SARSAR
22 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in SARATOGA INVT CORP

Steward Partners Investment Advisory, LLC holds 9,851 shares of SAR (SARATOGA INVT CORP), worth $219,776 as of 2026-Q2. The position was increased (+31.8% shares). SAR represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$219,776

Current Shares

9,851

Total Value Change

-$17.8M

Total Shares Change

+8,431

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9,851
+31.8%
$219,7760.0%$21.78
29
2026-Q1
Increased
7,477
+43.5%
$163,5220.0%$20.66
30
2025-Q4
Increased
5,212
+610.1%
$120,2410.0%$21.11
36
2025-Q3
Unchanged
734
0.0%
$17,9100.0%$21.37
0
2025-Q2
Decreased
734
-67.7%
$18,2110.0%$21.09
0
2025-Q1
Unchanged
2,269
0.0%
$57,4820.0%$20.87
0
2024-Q4
Unchanged
2,269
0.0%
$54,2820.0%$19.13
0
2024-Q3
Decreased
2,269
-42.8%
$52,6250.0%$17.75
0
2024-Q2
Decreased
3,964
-20.1%
$89,9900.0%$16.84
0
2024-Q1
Decreased
4,964
-17.8%
$115,1720.0%$16.68
0
2023-Q4
Increased
6,038
+34.1%
$156,1510.0%$18.03
29
2023-Q3
Decreased
4,503
-18.2%
$115,7350.0%$17.44
0
2023-Q2
Decreased
5,503
-23.6%
$148,5340.0%$17.83
0
2023-Q1
Increased
7,203
+50.0%
$182,1000.0%$16.28
31
2022-Q4
Increased
4,803
+554.4%
$122,4360.0%$15.97
36
2022-Q3
Unchanged
734
0.0%
$15,0000.0%$12.68
0
2022-Q2
Unchanged
734
0.0%
$18,0000.0%$14.35
0
2022-Q1
Unchanged
734
0.0%
$20,0000.0%$15.99
0
2021-Q4
Unchanged
734
0.0%
$22,0000.0%$16.61
0
2021-Q3
Unchanged
734
0.0%
$21,0000.0%$16.24
0
2021-Q2
Decreased
734
-48.3%
$20,0000.0%$14.91
0
2021-Q1
New
1,420
-
$18M0.0%$13.60
39

Other major holders of SAR: MILLENNIUM MANAGEMENT LLC, TWO SIGMA ADVISERS, LP, TWO SIGMA INVESTMENTS, LP

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