SAG
SageView Advisory Group’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
4,154
+19
| +0.5% | +$5.21K | 0.04% | 227 |
|
|
2025
Q1 | $1.1M | Sell |
4,135
-1,031
| -20% | -$274K | 0.05% | 212 |
|
|
2024
Q4 | $1.2M | Buy |
5,166
+2,153
| +71% | +$500K | 0.05% | 198 |
|
|
2024
Q3 | $665K | Sell |
3,013
-964
| -24% | -$213K | 0.03% | 253 |
|
|
2024
Q2 | $782K | Buy |
3,977
+945
| +31% | +$186K | 0.04% | 259 |
|
|
2024
Q1 | $653K | Sell |
3,032
-856
| -22% | -$184K | 0.03% | 268 |
|
|
2023
Q4 | $801K | Buy |
3,888
+910
| +31% | +$188K | 0.03% | 296 |
|
|
2023
Q3 | $596K | Sell |
2,978
-57
| -2% | -$11.4K | 0.03% | 305 |
|
|
2023
Q2 | $562K | Sell |
3,035
-2,532
| -45% | -$469K | 0.03% | 330 |
|
|
2023
Q1 | $1.07M | Buy |
+5,567
| New | +$1.07M | 0.07% | 193 |
|