SAG
SageView Advisory Group’s First Bancorp FBNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
6,449
-394
| -6% | -$20.4K | 0.01% | 470 |
|
|
2025
Q1 | $275K | Buy |
6,843
+540
| +9% | +$21.7K | 0.01% | 492 |
|
|
2024
Q4 | $277K | Hold |
6,303
| – | – | 0.01% | 481 |
|
|
2024
Q3 | $262K | Buy |
+6,303
| New | +$262K | 0.01% | 432 |
|
|
2024
Q2 | – | Sell |
-25,336
| Closed | -$943K | – | 588 |
|
|
2024
Q1 | $943K | Buy |
+25,336
| New | +$943K | 0.05% | 209 |
|
|
2023
Q2 | – | Sell |
-5,863
| Closed | -$208K | – | 547 |
|
|
2023
Q1 | $208K | Buy |
5,863
+108
| +2% | +$3.84K | 0.01% | 448 |
|
|
2022
Q4 | $247K | Buy |
+5,755
| New | +$247K | 0.02% | 361 |
|