SAG
SageView Advisory Group’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
2,168
-123
| -5% | -$89K | 0.06% | 176 |
|
|
2025
Q1 | $1.25M | Sell |
2,291
-411
| -15% | -$225K | 0.05% | 196 |
|
|
2024
Q4 | $1.55M | Buy |
2,702
+521
| +24% | +$298K | 0.07% | 159 |
|
|
2024
Q3 | $1.08M | Buy |
2,181
+349
| +19% | +$173K | 0.05% | 185 |
|
|
2024
Q2 | $829K | Buy |
+1,832
| New | +$829K | 0.04% | 252 |
|
|
2024
Q1 | – | Sell |
-1,306
| Closed | -$505K | – | 614 |
|
|
2023
Q4 | $505K | Buy |
+1,306
| New | +$505K | 0.02% | 395 |
|