SAG
SageView Advisory Group’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Sell |
2,191
-54
| -2% | -$19.9K | 0.03% | 272 |
|
|
2025
Q1 | $896K | Sell |
2,245
-60
| -3% | -$23.9K | 0.04% | 246 |
|
|
2024
Q4 | $828K | Sell |
2,305
-3,859
| -63% | -$1.39M | 0.04% | 251 |
|
|
2024
Q3 | $2.13M | Sell |
6,164
-2,701
| -30% | -$934K | 0.11% | 108 |
|
|
2024
Q2 | $2.6M | Buy |
+8,865
| New | +$2.6M | 0.12% | 103 |
|
|
2024
Q1 | – | Sell |
-2,092
| Closed | -$625K | – | 526 |
|
|
2023
Q4 | $625K | Buy |
+2,092
| New | +$625K | 0.03% | 344 |
|
|
2023
Q3 | – | Sell |
-1,833
| Closed | -$633K | – | 524 |
|
|
2023
Q2 | $633K | Buy |
1,833
+251
| +16% | +$86.6K | 0.04% | 309 |
|
|
2023
Q1 | $499K | Buy |
+1,582
| New | +$499K | 0.03% | 307 |
|