SAG
SageView Advisory Group’s Johnson Controls International JCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866K | Sell |
7,765
-318
| -4% | -$35.5K | 0.03% | 263 |
|
|
2025
Q1 | $648K | Buy |
8,083
+972
| +14% | +$77.9K | 0.03% | 290 |
|
|
2024
Q4 | $561K | Buy |
7,111
+4,008
| +129% | +$316K | 0.02% | 323 |
|
|
2024
Q3 | $241K | Sell |
3,103
-673
| -18% | -$52.2K | 0.01% | 454 |
|
|
2024
Q2 | $251K | Buy |
+3,776
| New | +$251K | 0.01% | 483 |
|
|
2024
Q1 | – | Sell |
-4,801
| Closed | -$262K | – | 651 |
|
|
2023
Q4 | $262K | Buy |
+4,801
| New | +$262K | 0.01% | 550 |
|