SAG
SageView Advisory Group’s LCI Industries LCII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
2,445
+145
| +6% | +$14.3K | 0.01% | 554 |
|
|
2025
Q1 | $201K | Sell |
2,300
-9
| -0.4% | -$787 | 0.01% | 584 |
|
|
2024
Q4 | $239K | Buy |
2,309
+11
| +0.5% | +$1.14K | 0.01% | 520 |
|
|
2024
Q3 | $277K | Sell |
2,298
-261
| -10% | -$31.5K | 0.01% | 421 |
|
|
2024
Q2 | $265K | Buy |
+2,559
| New | +$265K | 0.01% | 464 |
|
|
2024
Q1 | – | Sell |
-2,508
| Closed | -$281K | – | 666 |
|
|
2023
Q4 | $281K | Buy |
2,508
+219
| +10% | +$24.5K | 0.01% | 530 |
|
|
2023
Q3 | $269K | Buy |
2,289
+22
| +1% | +$2.58K | 0.02% | 442 |
|
|
2023
Q2 | $286K | Buy |
2,267
+161
| +8% | +$20.3K | 0.02% | 455 |
|
|
2023
Q1 | $231K | Buy |
+2,106
| New | +$231K | 0.01% | 432 |
|