SAG
SageView Advisory Group’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
456
-7
| -2% | -$3.91K | 0.01% | 539 |
|
|
2025
Q1 | $273K | Sell |
463
-430
| -48% | -$254K | 0.01% | 496 |
|
|
2024
Q4 | $464K | Buy |
893
+509
| +133% | +$264K | 0.02% | 356 |
|
|
2024
Q3 | $214K | Sell |
384
-32
| -8% | -$17.8K | 0.01% | 480 |
|
|
2024
Q2 | $235K | Buy |
+416
| New | +$235K | 0.01% | 502 |
|
|
2024
Q1 | – | Sell |
-630
| Closed | -$354K | – | 770 |
|
|
2023
Q4 | $354K | Sell |
630
-1,509
| -71% | -$848K | 0.02% | 465 |
|
|
2023
Q3 | $1.04M | Buy |
2,139
+5
| +0.2% | +$2.42K | 0.06% | 206 |
|
|
2023
Q2 | $1.03M | Buy |
2,134
+78
| +4% | +$37.5K | 0.06% | 221 |
|
|
2023
Q1 | $906K | Buy |
+2,056
| New | +$906K | 0.06% | 220 |
|