A detailed history of Avantax Advisory Services, Inc. transactions in Saratoga Investment Corp. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 10,448 shares of SAR stock, worth $248,140. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,448
Previous 11,491 9.08%
Holding current value
$248,140
Previous $260,000 6.92%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$21.91 - $24.21 $22,852 - $25,251
-1,043 Reduced 9.08%
10,448 $242,000
Q2 2024

Aug 09, 2024

BUY
$22.59 - $24.42 $2,213 - $2,393
98 Added 0.86%
11,491 $260,000
Q1 2024

May 08, 2024

BUY
$22.52 - $26.35 $18,736 - $21,923
832 Added 7.88%
11,393 $264,000
Q4 2023

Feb 07, 2024

BUY
$23.05 - $26.73 $36,972 - $42,874
1,604 Added 17.91%
10,561 $273,000
Q3 2023

Nov 07, 2023

BUY
$25.46 - $27.45 $2,215 - $2,388
87 Added 0.98%
8,957 $230,000
Q2 2023

Aug 11, 2023

BUY
$22.82 - $28.64 $2,076 - $2,606
91 Added 1.04%
8,870 $239,000
Q1 2023

Apr 28, 2023

BUY
$23.82 - $27.77 $209,115 - $243,792
8,779 New
8,779 $221,000
Q2 2022

Aug 02, 2022

BUY
$22.7 - $28.26 $10,646 - $13,253
469 Added 5.59%
8,852 $212,000
Q1 2022

Apr 27, 2022

BUY
$25.2 - $29.15 $211,251 - $244,364
8,383 New
8,383 $228,000

Others Institutions Holding SAR

About SARATOGA INVESTMENT CORP.


  • Ticker SAR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 11,900,200
  • Market Cap $283M
  • Description
  • Saratoga Investment Corp. is a business development company specializing in leveraged and management buyouts, acquisition financings, growth financings, recapitalization, debt refinancing, and transitional financing transactions at the lower end of middle market companies. It structures its investments as debt and equity by investing through fir...
More about SAR
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