SAG
SageView Advisory Group’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
18,992
+814
| +4% | +$81.9K | 0.07% | 143 |
|
|
2025
Q1 | $1.52M | Sell |
18,178
-89
| -0.5% | -$7.46K | 0.07% | 158 |
|
|
2024
Q4 | $1.4M | Buy |
18,267
+1,540
| +9% | +$118K | 0.06% | 177 |
|
|
2024
Q3 | $1.2M | Buy |
16,727
+1,631
| +11% | +$117K | 0.06% | 172 |
|
|
2024
Q2 | $904K | Sell |
15,096
-228
| -1% | -$13.7K | 0.04% | 235 |
|
|
2024
Q1 | $883K | Sell |
15,324
-6,223
| -29% | -$359K | 0.04% | 216 |
|
|
2023
Q4 | $1.21M | Buy |
+21,547
| New | +$1.21M | 0.05% | 221 |
|
|
2023
Q2 | – | Sell |
-7,519
| Closed | -$342K | – | 544 |
|
|
2023
Q1 | $342K | Sell |
7,519
-571
| -7% | -$25.9K | 0.02% | 364 |
|
|
2022
Q4 | $368K | Buy |
+8,090
| New | +$368K | 0.03% | 291 |
|