CAPTRUST Financial Advisors’s Sage Therapeutics SAGE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,596	Closed	-$92.2K	–	2586
2025 Q1	$92.2K	Buy	+11,596	New	+$84.9K	﹤0.01%	2239
2023 Q3	–	Sell	-6,091	Closed	-$286K	–	2700
2023 Q2	$286K	Buy	6,091 +502	+9%	+$25K	﹤0.01%	2013
2023 Q1	$235K	Buy	+5,589	New	+$240K	﹤0.01%	1941
2022 Q3	–	Sell	-402	Closed	-$13K	–	3670
2022 Q2	$13K	Sell	402 -196	-33%	-$6.57K	﹤0.01%	3617
2022 Q1	$20K	Buy	598 +368	+160%	+$13.8K	﹤0.01%	3393
2021 Q4	$10K	Sell	230 -209	-48%	-$8.75K	﹤0.01%	3722
2021 Q3	$19K	Sell	439 -89	-17%	-$4.08K	﹤0.01%	3205
2021 Q2	$30K	Buy	528 +12	+2%	+$848	﹤0.01%	2842
2021 Q1	$39K	Sell	516 -387	-43%	-$31.7K	﹤0.01%	2595
2020 Q4	$78K	Buy	903 +789	+692%	+$58.2K	﹤0.01%	1628
2020 Q3	$7K	Hold	114	–	–	﹤0.01%	2433
2020 Q2	$5K	Buy	+114	New	+$4.14K	﹤0.01%	2398
2018 Q3	–	Sell	-4	Closed	-$1K	–	1682
2018 Q2	$1K	Sell	4 -9	-69%	-$1.41K	﹤0.01%	1467
2018 Q1	$2K	Buy	+13	New	+$2.21K	﹤0.01%	1252