SAG
SageView Advisory Group’s Harley-Davidson HOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,756
| Closed | -$234K | – | 611 |
|
|
2024
Q4 | $234K | Sell |
7,756
-381
| -5% | -$11.5K | 0.01% | 525 |
|
|
2024
Q3 | $314K | Sell |
8,137
-548
| -6% | -$21.1K | 0.02% | 380 |
|
|
2024
Q2 | $291K | Buy |
+8,685
| New | +$291K | 0.01% | 442 |
|
|
2024
Q1 | – | Sell |
-8,504
| Closed | -$283K | – | 619 |
|
|
2023
Q4 | $283K | Hold |
8,504
| – | – | 0.01% | 529 |
|
|
2023
Q3 | $281K | Hold |
8,504
| – | – | 0.02% | 435 |
|
|
2023
Q2 | $299K | Buy |
8,504
+300
| +4% | +$10.6K | 0.02% | 446 |
|
|
2023
Q1 | $312K | Hold |
8,204
| – | – | 0.02% | 380 |
|
|
2022
Q4 | $341K | Buy |
+8,204
| New | +$341K | 0.03% | 305 |
|