SAG
SageView Advisory Group’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
2,533
-48
| -2% | -$5.11K | 0.01% | 526 |
|
|
2025
Q1 | $269K | Sell |
2,581
-98
| -4% | -$10.2K | 0.01% | 500 |
|
|
2024
Q4 | $362K | Sell |
2,679
-956
| -26% | -$129K | 0.02% | 400 |
|
|
2024
Q3 | $567K | Sell |
3,635
-1,415
| -28% | -$221K | 0.03% | 281 |
|
|
2024
Q2 | $748K | Buy |
+5,050
| New | +$748K | 0.03% | 267 |
|
|
2024
Q1 | – | Sell |
-6,150
| Closed | -$864K | – | 826 |
|
|
2023
Q4 | $864K | Buy |
+6,150
| New | +$864K | 0.04% | 282 |
|
|
2023
Q3 | – | Sell |
-3,899
| Closed | -$514K | – | 551 |
|
|
2023
Q2 | $514K | Buy |
3,899
+678
| +21% | +$89.4K | 0.03% | 347 |
|
|
2023
Q1 | $534K | Buy |
3,221
+144
| +5% | +$23.9K | 0.03% | 295 |
|
|
2022
Q4 | $459K | Buy |
+3,077
| New | +$459K | 0.04% | 250 |
|