SAG
SageView Advisory Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
79,840
+75
| +0.1% | +$2.34K | 0.09% | 119 |
|
|
2025
Q1 | $2.45M | Buy |
79,765
+1,252
| +2% | +$38.5K | 0.1% | 109 |
|
|
2024
Q4 | $2.47M | Buy |
78,513
+759
| +1% | +$23.9K | 0.11% | 107 |
|
|
2024
Q3 | $2.58M | Buy |
77,754
+39,676
| +104% | +$1.32M | 0.13% | 96 |
|
|
2024
Q2 | $1.2M | Buy |
38,078
+22,655
| +147% | +$715K | 0.06% | 194 |
|
|
2024
Q1 | $2.89M | Sell |
15,423
-24,117
| -61% | -$4.52M | 0.15% | 84 |
|
|
2023
Q4 | $1.27M | Sell |
39,540
-12,441
| -24% | -$400K | 0.05% | 215 |
|
|
2023
Q3 | $1.57M | Buy |
51,981
+243
| +0.5% | +$7.33K | 0.09% | 135 |
|
|
2023
Q2 | $1.6M | Buy |
51,738
+431
| +0.8% | +$13.3K | 0.09% | 144 |
|
|
2023
Q1 | $1.6M | Sell |
51,307
-24,248
| -32% | -$757K | 0.1% | 132 |
|
|
2022
Q4 | $2.31M | Buy |
+75,555
| New | +$2.31M | 0.19% | 88 |
|