SAG
SageView Advisory Group’s ONE Gas OGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,833
| Closed | -$740K | – | 698 |
|
|
2023
Q3 | $740K | Hold |
10,833
| – | – | 0.04% | 256 |
|
|
2023
Q2 | $832K | Sell |
10,833
-2,014
| -16% | -$155K | 0.05% | 256 |
|
|
2023
Q1 | $1.02M | Buy |
12,847
+94
| +0.7% | +$7.45K | 0.06% | 203 |
|
|
2022
Q4 | $966K | Buy |
+12,753
| New | +$966K | 0.08% | 159 |
|