SAG
SageView Advisory Group’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
15,279
-121
| -0.8% | -$18.9K | 0.09% | 121 |
|
|
2025
Q1 | $2.04M | Buy |
15,400
+1,367
| +10% | +$181K | 0.09% | 127 |
|
|
2024
Q4 | $1.62M | Buy |
14,033
+2,099
| +18% | +$243K | 0.07% | 149 |
|
|
2024
Q3 | $1.45M | Sell |
11,934
-5,055
| -30% | -$612K | 0.07% | 145 |
|
|
2024
Q2 | $1.71M | Buy |
16,989
+16,413
| +2,849% | +$1.65M | 0.08% | 143 |
|
|
2024
Q1 | $229K | Sell |
576
-15,810
| -96% | -$6.29M | 0.01% | 485 |
|
|
2023
Q4 | $1.48M | Buy |
+16,386
| New | +$1.48M | 0.06% | 193 |
|
|
2023
Q3 | – | Sell |
-10,939
| Closed | -$1.07M | – | 547 |
|
|
2023
Q2 | $1.07M | Buy |
10,939
+3,776
| +53% | +$370K | 0.06% | 213 |
|
|
2023
Q1 | $701K | Sell |
7,163
-524
| -7% | -$51.3K | 0.04% | 261 |
|
|
2022
Q4 | $776K | Buy |
+7,687
| New | +$776K | 0.06% | 183 |
|