CAPTRUST Financial Advisors’s Sage Therapeutics SAGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,596
| Closed | -$92.2K | – | 2586 |
|
|
2025
Q1 | $92.2K | Buy |
+11,596
| New | +$92.2K | ﹤0.01% | 2239 |
|
|
2023
Q3 | – | Sell |
-6,091
| Closed | -$286K | – | 2641 |
|
|
2023
Q2 | $286K | Buy |
6,091
+502
| +9% | +$23.6K | ﹤0.01% | 2013 |
|
|
2023
Q1 | $235K | Buy |
+5,589
| New | +$235K | ﹤0.01% | 1941 |
|
|
2022
Q3 | – | Sell |
-402
| Closed | -$13K | – | 3674 |
|
|
2022
Q2 | $13K | Sell |
402
-196
| -33% | -$6.34K | ﹤0.01% | 3617 |
|
|
2022
Q1 | $20K | Buy |
598
+368
| +160% | +$12.3K | ﹤0.01% | 3393 |
|
|
2021
Q4 | $10K | Sell |
230
-209
| -48% | -$9.09K | ﹤0.01% | 3722 |
|
|
2021
Q3 | $19K | Sell |
439
-89
| -17% | -$3.85K | ﹤0.01% | 3205 |
|
|
2021
Q2 | $30K | Buy |
528
+12
| +2% | +$682 | ﹤0.01% | 2842 |
|
|
2021
Q1 | $39K | Sell |
516
-387
| -43% | -$29.3K | ﹤0.01% | 2595 |
|
|
2020
Q4 | $78K | Buy |
903
+789
| +692% | +$68.2K | ﹤0.01% | 1628 |
|
|
2020
Q3 | $7K | Hold |
114
| – | – | ﹤0.01% | 2433 |
|
|
2020
Q2 | $5K | Buy |
+114
| New | +$5K | ﹤0.01% | 2399 |
|
|
2018
Q3 | – | Sell |
-4
| Closed | -$1K | – | 1685 |
|
|
2018
Q2 | $1K | Sell |
4
-9
| -69% | -$2.25K | ﹤0.01% | 1467 |
|
|
2018
Q1 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 1253 |
|