Creative Planning’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 | $229K | Sell |
25,143
-23,145
| -48% | -$211K | ﹤0.01% | 3105 |
|
|
2025
Q1 | $384K | Buy |
48,288
+28,222
| +141% | +$224K | ﹤0.01% | 2535 |
|
|
2024
Q4 | $109K | Buy |
20,066
+7,933
| +65% | +$43.1K | ﹤0.01% | 3131 |
|
|
2024
Q3 | $87.6K | Buy |
+12,133
| New | +$87.6K | ﹤0.01% | 3038 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$2.06K | – | 2967 |
|
|
2023
Q3 | $2.06K | Buy |
+100
| New | +$2.06K | ﹤0.01% | 2743 |
|
|
2019
Q4 | – | Sell |
-2,932
| Closed | -$411K | – | 1943 |
|
|
2019
Q3 | $411K | Buy |
2,932
+369
| +14% | +$51.7K | ﹤0.01% | 1173 |
|
|
2019
Q2 | $469K | Buy |
2,563
+294
| +13% | +$53.8K | ﹤0.01% | 1111 |
|
|
2019
Q1 | $361K | Buy |
2,269
+69
| +3% | +$11K | ﹤0.01% | 1216 |
|
|
2018
Q4 | $211K | Buy |
+2,200
| New | +$211K | ﹤0.01% | 1447 |
|
|
2018
Q3 | – | Sell |
-1,340
| Closed | -$210K | – | 1990 |
|
|
2018
Q2 | $210K | Buy |
+1,340
| New | +$210K | ﹤0.01% | 1602 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$8K | – | 3272 |
|
|
2017
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 3723 |
|
|
2017
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 3755 |
|
|
2016
Q4 | $5K | Sell |
100
-22
| -18% | -$1.1K | ﹤0.01% | 3882 |
|
|
2016
Q3 | $6K | Sell |
122
-2,978
| -96% | -$146K | ﹤0.01% | 3741 |
|
|
2016
Q2 | $93K | Buy |
3,100
+3,000
| +3,000% | +$90K | ﹤0.01% | 1712 |
|
|
2016
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 3765 |
|
|
2015
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 3538 |
|
|
2015
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 3671 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$5K | – | 2523 |
|
|
2015
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3488 |
|
|
2014
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 3536 |
|
|
2014
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3454 |
|