SAG
SageView Advisory Group’s Blackrock BLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
1,431
+16
| +1% | +$17.9K | 0.06% | 172 |
|
|
2025
Q1 | $1.34M | Buy |
1,415
+6
| +0.4% | +$5.68K | 0.06% | 186 |
|
|
2024
Q4 | $1.44M | Buy |
1,409
+65
| +5% | +$66.6K | 0.06% | 168 |
|
|
2024
Q3 | $1.28M | Sell |
1,344
-70
| -5% | -$66.5K | 0.06% | 160 |
|
|
2024
Q2 | $1.11M | Sell |
1,414
-542
| -28% | -$427K | 0.05% | 206 |
|
|
2024
Q1 | $1.63M | Sell |
1,956
-40
| -2% | -$33.4K | 0.08% | 138 |
|
|
2023
Q4 | $1.56M | Buy |
+1,996
| New | +$1.56M | 0.07% | 187 |
|