SAG
SageView Advisory Group’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
3,219
-372
| -10% | -$27.9K | 0.01% | 553 |
|
|
2025
Q1 | $268K | Sell |
3,591
-1,405
| -28% | -$105K | 0.01% | 501 |
|
|
2024
Q4 | $381K | Buy |
4,996
+1,672
| +50% | +$127K | 0.02% | 392 |
|
|
2024
Q3 | $296K | Buy |
+3,324
| New | +$296K | 0.02% | 401 |
|
|
2024
Q1 | – | Sell |
-4,573
| Closed | -$288K | – | 563 |
|
|
2023
Q4 | $288K | Buy |
+4,573
| New | +$288K | 0.01% | 523 |
|