SAG
SageView Advisory Group’s SouthState SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
3,963
+41
| +1% | +$4K | 0.01% | 431 |
|
|
2025
Q1 | $364K | Buy |
3,922
+98
| +3% | +$9.1K | 0.02% | 416 |
|
|
2024
Q4 | $380K | Hold |
3,824
| – | – | 0.02% | 393 |
|
|
2024
Q3 | $372K | Buy |
+3,824
| New | +$372K | 0.02% | 347 |
|
|
2024
Q2 | – | Sell |
-10,339
| Closed | -$598K | – | 751 |
|
|
2024
Q1 | $598K | Buy |
+10,339
| New | +$598K | 0.03% | 286 |
|
|
2023
Q4 | – | Sell |
-3,759
| Closed | -$253K | – | 702 |
|
|
2023
Q3 | $253K | Buy |
3,759
+80
| +2% | +$5.39K | 0.01% | 459 |
|
|
2023
Q2 | $242K | Buy |
3,679
+100
| +3% | +$6.58K | 0.01% | 492 |
|
|
2023
Q1 | $255K | Buy |
3,579
+70
| +2% | +$4.99K | 0.02% | 416 |
|
|
2022
Q4 | $268K | Buy |
+3,509
| New | +$268K | 0.02% | 347 |
|