SAG
SageView Advisory Group’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.48M | Buy |
3,818
+88
| +2% | +$103K | 0.17% | 71 |
|
|
2025
Q1 | $3.48M | Buy |
3,730
+56
| +2% | +$52.2K | 0.15% | 81 |
|
|
2024
Q4 | $3.27M | Buy |
3,674
+497
| +16% | +$443K | 0.14% | 81 |
|
|
2024
Q3 | $2.25M | Sell |
3,177
-746
| -19% | -$529K | 0.11% | 106 |
|
|
2024
Q2 | $2.65M | Buy |
+3,923
| New | +$2.65M | 0.12% | 102 |
|
|
2024
Q1 | – | Sell |
-3,136
| Closed | -$1.77M | – | 706 |
|
|
2023
Q4 | $1.77M | Buy |
3,136
+2,227
| +245% | +$1.25M | 0.08% | 160 |
|
|
2023
Q3 | $343K | Buy |
909
+13
| +1% | +$4.91K | 0.02% | 396 |
|
|
2023
Q2 | $395K | Buy |
896
+211
| +31% | +$93K | 0.02% | 392 |
|
|
2023
Q1 | $237K | Sell |
685
-122
| -15% | -$42.1K | 0.02% | 427 |
|
|
2022
Q4 | $238K | Buy |
+807
| New | +$238K | 0.02% | 371 |
|