SAG
SageView Advisory Group’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
5,050
+65
| +1% | +$17.5K | 0.05% | 199 |
|
|
2025
Q1 | $1.04M | Sell |
4,985
-351
| -7% | -$73.5K | 0.04% | 221 |
|
|
2024
Q4 | $1.12M | Buy |
5,336
+1,192
| +29% | +$251K | 0.05% | 208 |
|
|
2024
Q3 | $986K | Sell |
4,144
-248
| -6% | -$59K | 0.05% | 199 |
|
|
2024
Q2 | $986K | Buy |
+4,392
| New | +$986K | 0.05% | 222 |
|
|
2024
Q1 | – | Sell |
-4,288
| Closed | -$904K | – | 668 |
|
|
2023
Q4 | $904K | Sell |
4,288
-124
| -3% | -$26.1K | 0.04% | 278 |
|
|
2023
Q3 | $768K | Buy |
4,412
+54
| +1% | +$9.4K | 0.04% | 248 |
|
|
2023
Q2 | $853K | Buy |
4,358
+351
| +9% | +$68.7K | 0.05% | 252 |
|
|
2023
Q1 | $786K | Buy |
4,007
+24
| +0.6% | +$4.71K | 0.05% | 245 |
|
|
2022
Q4 | $829K | Buy |
+3,983
| New | +$829K | 0.07% | 174 |
|