SAG
SageView Advisory Group’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
7,092
+3,190
| +82% | +$564K | 0.05% | 210 |
|
|
2025
Q1 | $545K | Sell |
3,902
-348
| -8% | -$48.6K | 0.02% | 332 |
|
|
2024
Q4 | $733K | Buy |
4,250
+178
| +4% | +$30.7K | 0.03% | 268 |
|
|
2024
Q3 | $623K | Sell |
4,072
-692
| -15% | -$106K | 0.03% | 262 |
|
|
2024
Q2 | $590K | Buy |
4,764
+290
| +6% | +$35.9K | 0.03% | 309 |
|
|
2024
Q1 | $588K | Sell |
4,474
-1,482
| -25% | -$195K | 0.03% | 292 |
|
|
2023
Q4 | $758K | Sell |
5,956
-9,992
| -63% | -$1.27M | 0.03% | 312 |
|
|
2023
Q3 | $1.71M | Buy |
15,948
+46
| +0.3% | +$4.93K | 0.1% | 125 |
|
|
2023
Q2 | $1.48M | Buy |
15,902
+4,152
| +35% | +$386K | 0.08% | 160 |
|
|
2023
Q1 | $1.03M | Buy |
11,750
+3,079
| +36% | +$270K | 0.07% | 201 |
|
|
2022
Q4 | $643K | Buy |
+8,671
| New | +$643K | 0.05% | 209 |
|