SAG
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SageView Advisory Group’s Ingersoll Rand IR Stock Holding History

SageView Advisory Group’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,195
Closed -$256K – 627
2025
Q1 		$256K Sell
3,195
-628
-16% -$50.3K 0.01% 514
2024
Q4 		$346K Buy
+3,823
New +$346K 0.01% 414