SAG
SageView Advisory Group’s Allstate ALL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
1,421
-3,623
| -72% | -$696K | 0.01% | 522 |
|
|
2025
Q1 | $1.04M | Sell |
5,044
-1,301
| -21% | -$269K | 0.04% | 220 |
|
|
2024
Q4 | $1.22M | Buy |
6,345
+1,242
| +24% | +$239K | 0.05% | 195 |
|
|
2024
Q3 | $968K | Buy |
5,103
+299
| +6% | +$56.7K | 0.05% | 205 |
|
|
2024
Q2 | $767K | Buy |
4,804
+126
| +3% | +$20.1K | 0.04% | 262 |
|
|
2024
Q1 | $809K | Buy |
4,678
+1,421
| +44% | +$246K | 0.04% | 228 |
|
|
2023
Q4 | $510K | Buy |
+3,257
| New | +$510K | 0.02% | 392 |
|