SAG
SageView Advisory Group’s TE Connectivity TEL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.32M | Sell |
6,285
-142
| -2% | -$29.7K | 0.05% | 206 |
|
2025
Q1 | $908K | Buy |
6,427
+33
| +0.5% | +$4.66K | 0.04% | 244 |
|
2024
Q4 | $914K | Buy |
6,394
+1,831
| +40% | +$262K | 0.04% | 232 |
|
2024
Q3 | $689K | Buy |
4,563
+2,751
| +152% | +$415K | 0.04% | 248 |
|
2024
Q2 | $273K | Buy |
+1,812
| New | +$273K | 0.01% | 459 |
|
2024
Q1 | – | Sell |
-1,876
| Closed | -$273K | – | 824 |
|
2023
Q4 | $273K | Buy |
+1,876
| New | +$273K | 0.01% | 538 |
|