SAG
SageView Advisory Group’s Quanta Services PWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Sell |
9,225
-299
| -3% | -$123K | 0.14% | 85 |
|
|
2025
Q1 | $2.42M | Sell |
9,524
-738
| -7% | -$188K | 0.1% | 111 |
|
|
2024
Q4 | $3.24M | Sell |
10,262
-134
| -1% | -$42.4K | 0.14% | 82 |
|
|
2024
Q3 | $3.1M | Sell |
10,396
-1,993
| -16% | -$594K | 0.16% | 81 |
|
|
2024
Q2 | $3.15M | Buy |
+12,389
| New | +$3.15M | 0.15% | 87 |
|
|
2024
Q1 | – | Sell |
-11,069
| Closed | -$2.18M | – | 758 |
|
|
2023
Q4 | $2.18M | Buy |
+11,069
| New | +$2.18M | 0.09% | 131 |
|
|
2023
Q3 | – | Sell |
-4,587
| Closed | -$901K | – | 545 |
|
|
2023
Q2 | $901K | Buy |
4,587
+15
| +0.3% | +$2.95K | 0.05% | 241 |
|
|
2023
Q1 | $762K | Buy |
+4,572
| New | +$762K | 0.05% | 249 |
|