SAG
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SageView Advisory Group’s Realty Income O Stock Holding History

SageView Advisory Group’s Portfolio O Stock Details O Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,330
Closed -$334K – 551
2024
Q2 		$334K Buy
+6,330
New +$334K 0.02% 408
2024
Q1 		– Sell
-10,123
Closed -$559K – 721
2023
Q4 		$559K Buy
+10,123
New +$559K 0.02% 369