SAG
SageView Advisory Group’s Best Buy BBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+3,082
| New | +$209K | 0.01% | 592 |
|
|
2025
Q1 | – | Sell |
-2,589
| Closed | -$222K | – | 603 |
|
|
2024
Q4 | $222K | Buy |
2,589
+211
| +9% | +$18.1K | 0.01% | 542 |
|
|
2024
Q3 | $246K | Sell |
2,378
-193
| -8% | -$19.9K | 0.01% | 448 |
|
|
2024
Q2 | $217K | Sell |
2,571
-1,202
| -32% | -$101K | 0.01% | 519 |
|
|
2024
Q1 | $309K | Buy |
+3,773
| New | +$309K | 0.02% | 406 |
|