Creative Planning’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
Q3 | – | Sell |
-25,143
| Closed | -$229K | – | 4001 |
|
|
2025
Q2 | $229K | Sell |
25,143
-23,145
| -48% | -$170K | ﹤0.01% | 3115 |
|
|
2025
Q1 | $384K | Buy |
48,288
+28,222
| +141% | +$207K | ﹤0.01% | 2542 |
|
|
2024
Q4 | $109K | Buy |
20,066
+7,933
| +65% | +$48.5K | ﹤0.01% | 3142 |
|
|
2024
Q3 | $87.6K | Buy |
+12,133
| New | +$111K | ﹤0.01% | 3038 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$2.06K | – | 3044 |
|
|
2023
Q3 | $2.06K | Buy |
+100
| New | +$2.89K | ﹤0.01% | 2802 |
|
|
2019
Q4 | – | Sell |
-2,932
| Closed | -$411K | – | 2095 |
|
|
2019
Q3 | $411K | Buy |
2,932
+369
| +14% | +$61.7K | ﹤0.01% | 1179 |
|
|
2019
Q2 | $469K | Buy |
2,563
+294
| +13% | +$50.2K | ﹤0.01% | 1116 |
|
|
2019
Q1 | $361K | Buy |
2,269
+69
| +3% | +$9.99K | ﹤0.01% | 1225 |
|
|
2018
Q4 | $211K | Buy |
+2,200
| New | +$252K | ﹤0.01% | 1454 |
|
|
2018
Q3 | – | Sell |
-1,340
| Closed | -$210K | – | 2156 |
|
|
2018
Q2 | $210K | Buy |
+1,340
| New | +$210K | ﹤0.01% | 1617 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$8K | – | 3365 |
|
|
2017
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 3772 |
|
|
2017
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 3807 |
|
|
2016
Q4 | $5K | Sell |
100
-22
| -18% | -$1.04K | ﹤0.01% | 3967 |
|
|
2016
Q3 | $6K | Sell |
122
-2,978
| -96% | -$121K | ﹤0.01% | 3825 |
|
|
2016
Q2 | $93K | Buy |
3,100
+3,000
| +3,000% | +$100K | ﹤0.01% | 1719 |
|
|
2016
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 3832 |
|
|
2015
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 3601 |
|
|
2015
Q3 | $4K | Buy |
+100
| New | +$6.16K | ﹤0.01% | 3729 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$5K | – | 2639 |
|
|
2015
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3555 |
|
|
2014
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 3615 |
|
|
2014
Q3 | $3K | Buy |
+100
| New | +$2.9K | ﹤0.01% | 3532 |
|
Other funds holding SAGE
IA
HNB