SAG
SageView Advisory Group’s TruBridge TBRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945K | Buy |
40,856
+295
| +0.7% | +$6.82K | 0.04% | 252 |
|
|
2025
Q1 | $1.12M | Sell |
40,561
-14,933
| -27% | -$411K | 0.05% | 209 |
|
|
2024
Q4 | $1.09M | Hold |
55,494
| – | – | 0.05% | 211 |
|
|
2024
Q3 | $664K | Buy |
55,494
+26,200
| +89% | +$313K | 0.03% | 254 |
|
|
2024
Q2 | $293K | Buy |
+29,294
| New | +$293K | 0.01% | 438 |
|
|
2024
Q1 | – | Sell |
-17,589
| Closed | -$186K | – | 893 |
|
|
2023
Q4 | $186K | Sell |
17,589
-6,401
| -27% | -$67.5K | 0.01% | 615 |
|
|
2023
Q3 | $382K | Buy |
23,990
+11,862
| +98% | +$189K | 0.02% | 372 |
|
|
2023
Q2 | $299K | Buy |
12,128
+1,936
| +19% | +$47.8K | 0.02% | 445 |
|
|
2023
Q1 | $308K | Buy |
10,192
+207
| +2% | +$6.25K | 0.02% | 383 |
|
|
2022
Q4 | $272K | Buy |
+9,985
| New | +$272K | 0.02% | 343 |
|