SageView Advisory Group’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Buy |
3,942
+172
| +5% | +$18.4K | 0.02% | 409 |
|
|
2025
Q1 | $421K | Buy |
3,770
+127
| +3% | +$14.2K | 0.02% | 379 |
|
|
2024
Q4 | $385K | Sell |
3,643
-379
| -9% | -$40.1K | 0.02% | 388 |
|
|
2024
Q3 | $508K | Sell |
4,022
-4,422
| -52% | -$558K | 0.03% | 299 |
|
|
2024
Q2 | $948K | Buy |
+8,444
| New | +$948K | 0.04% | 230 |
|
|
2024
Q1 | – | Sell |
-12,208
| Closed | -$1.54M | – | 747 |
|
|
2023
Q4 | $1.54M | Buy |
12,208
+6,290
| +106% | +$796K | 0.07% | 189 |
|
|
2023
Q3 | $664K | Sell |
5,918
-1,100
| -16% | -$123K | 0.04% | 282 |
|
|
2023
Q2 | $861K | Buy |
7,018
+221
| +3% | +$27.1K | 0.05% | 250 |
|
|
2023
Q1 | $848K | Buy |
+6,797
| New | +$848K | 0.05% | 233 |
|