SageView Advisory Group’s Flowserve FLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
7,155
+155
+2% +$8.5K 0.01% 427
2025
Q1
$342K Buy
7,000
+2,500
+56% +$122K 0.01% 434
2024
Q4
$259K Hold
4,500
0.01% 500
2024
Q3
$233K Sell
4,500
-202
-4% -$10.4K 0.01% 462
2024
Q2
$226K Buy
+4,702
New +$226K 0.01% 509