SAG
SageView Advisory Group’s Northern Trust NTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
2,670
+127
| +5% | +$16.5K | 0.01% | 454 |
|
|
2025
Q1 | $251K | Buy |
2,543
+5
| +0.2% | +$493 | 0.01% | 518 |
|
|
2024
Q4 | $260K | Buy |
2,538
+30
| +1% | +$3.08K | 0.01% | 498 |
|
|
2024
Q3 | $226K | Hold |
2,508
| – | – | 0.01% | 473 |
|
|
2024
Q2 | $211K | Buy |
+2,508
| New | +$211K | 0.01% | 529 |
|
|
2024
Q1 | – | Sell |
-2,508
| Closed | -$203K | – | 715 |
|
|
2023
Q4 | $203K | Buy |
+2,508
| New | +$203K | 0.01% | 612 |
|