SAG
SageView Advisory Group’s Robinhood HOOD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
1,902
-3,278
| -63% | -$350K | 0.01% | 601 |
|
|
2025
Q1 | $216K | Sell |
5,180
-1,514
| -23% | -$63K | 0.01% | 553 |
|
|
2024
Q4 | $249K | Buy |
+6,694
| New | +$249K | 0.01% | 505 |
|
|
2024
Q2 | – | Sell |
-4,191
| Closed | -$267K | – | 608 |
|
|
2024
Q1 | $267K | Buy |
+4,191
| New | +$267K | 0.01% | 441 |
|