SageView Advisory Group’s Snowflake SNOW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$653K Sell
2,985
-332
-10% -$72.6K 0.02% 317
2025
Q1
$485K Sell
3,317
-192
-5% -$28.1K 0.02% 353
2024
Q4
$542K Sell
3,509
-551
-14% -$85.1K 0.02% 330
2024
Q3
$466K Sell
4,060
-3,779
-48% -$434K 0.02% 313
2024
Q2
$1.06M Buy
+7,839
New +$1.06M 0.05% 211
2024
Q1
Sell
-8,424
Closed -$1.74M 795
2023
Q4
$1.74M Buy
8,424
+3,865
+85% +$797K 0.07% 166
2023
Q3
$696K Sell
4,559
-678
-13% -$104K 0.04% 270
2023
Q2
$922K Sell
5,237
-418
-7% -$73.6K 0.05% 240
2023
Q1
$873K Buy
5,655
+2,300
+69% +$355K 0.06% 226
2022
Q4
$482K Buy
+3,355
New +$482K 0.04% 243