SAG
SageView Advisory Group’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
1,077
+86
| +9% | +$26.9K | 0.01% | 464 |
|
|
2025
Q1 | $270K | Buy |
991
+63
| +7% | +$17.2K | 0.01% | 499 |
|
|
2024
Q4 | $244K | Buy |
928
+39
| +4% | +$10.3K | 0.01% | 514 |
|
|
2024
Q3 | $269K | Sell |
889
-1,821
| -67% | -$551K | 0.01% | 429 |
|
|
2024
Q2 | $786K | Buy |
+2,710
| New | +$786K | 0.04% | 258 |
|
|
2024
Q1 | – | Sell |
-2,431
| Closed | -$653K | – | 605 |
|
|
2023
Q4 | $653K | Buy |
+2,431
| New | +$653K | 0.03% | 333 |
|
|
2023
Q3 | – | Sell |
-946
| Closed | -$204K | – | 533 |
|
|
2023
Q2 | $204K | Sell |
946
-89
| -9% | -$19.2K | 0.01% | 531 |
|
|
2023
Q1 | $236K | Sell |
1,035
-151
| -13% | -$34.5K | 0.02% | 429 |
|
|
2022
Q4 | $294K | Buy |
+1,186
| New | +$294K | 0.02% | 325 |
|