SAG
SageView Advisory Group’s CION Investment CION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Hold |
11,322
| – | – | ﹤0.01% | 607 |
|
|
2025
Q1 | $117K | Hold |
11,322
| – | – | 0.01% | 588 |
|
|
2024
Q4 | $129K | Hold |
11,322
| – | – | 0.01% | 579 |
|
|
2024
Q3 | $135K | Hold |
11,322
| – | – | 0.01% | 501 |
|
|
2024
Q2 | $137K | Sell |
11,322
-3,611
| -24% | -$43.8K | 0.01% | 548 |
|
|
2024
Q1 | $164K | Hold |
14,933
| – | – | 0.01% | 513 |
|
|
2023
Q4 | $171K | Sell |
14,933
-1,813
| -11% | -$20.7K | 0.01% | 617 |
|
|
2023
Q3 | $177K | Buy |
16,746
+54
| +0.3% | +$571 | 0.01% | 515 |
|
|
2023
Q2 | $173K | Sell |
16,692
-1,572
| -9% | -$16.3K | 0.01% | 534 |
|
|
2023
Q1 | $180K | Buy |
18,264
+972
| +6% | +$9.59K | 0.01% | 452 |
|
|
2022
Q4 | $169K | Buy |
+17,292
| New | +$169K | 0.01% | 399 |
|