SAG
SageView Advisory Group’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
2,648
-173
| -6% | -$91.8K | 0.05% | 194 |
|
|
2025
Q1 | $1.43M | Sell |
2,821
-404
| -13% | -$205K | 0.06% | 176 |
|
|
2024
Q4 | $1.61M | Buy |
3,225
+134
| +4% | +$66.7K | 0.07% | 151 |
|
|
2024
Q3 | $1.6M | Sell |
3,091
-166
| -5% | -$85.8K | 0.08% | 137 |
|
|
2024
Q2 | $1.45M | Buy |
+3,257
| New | +$1.45M | 0.07% | 169 |
|
|
2024
Q1 | – | Sell |
-3,573
| Closed | -$1.62M | – | 802 |
|
|
2023
Q4 | $1.62M | Buy |
3,573
+1,106
| +45% | +$503K | 0.07% | 179 |
|
|
2023
Q3 | $902K | Buy |
2,467
+98
| +4% | +$35.8K | 0.05% | 226 |
|
|
2023
Q2 | $950K | Buy |
2,369
+67
| +3% | +$26.9K | 0.05% | 235 |
|
|
2023
Q1 | $794K | Buy |
2,302
+1,405
| +157% | +$484K | 0.05% | 243 |
|
|
2022
Q4 | $301K | Buy |
+897
| New | +$301K | 0.02% | 320 |
|