SAG
SageView Advisory Group’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
4,988
-292
| -6% | -$115K | 0.07% | 138 |
|
|
2025
Q1 | $1.44M | Sell |
5,280
-686
| -11% | -$186K | 0.06% | 173 |
|
|
2024
Q4 | $1.98M | Buy |
5,966
+3,638
| +156% | +$1.21M | 0.09% | 127 |
|
|
2024
Q3 | $772K | Sell |
2,328
-3,427
| -60% | -$1.14M | 0.04% | 231 |
|
|
2024
Q2 | $1.8M | Buy |
5,755
+2,085
| +57% | +$654K | 0.08% | 137 |
|
|
2024
Q1 | $1.15M | Sell |
3,670
-3,089
| -46% | -$966K | 0.06% | 180 |
|
|
2023
Q4 | $1.69M | Buy |
6,759
+4,040
| +149% | +$1.01M | 0.07% | 173 |
|
|
2023
Q3 | $580K | Sell |
2,719
-41
| -1% | -$8.74K | 0.03% | 309 |
|
|
2023
Q2 | $555K | Buy |
+2,760
| New | +$555K | 0.03% | 331 |
|