SAG
SageView Advisory Group’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Sell |
42,051
-211
| -0.5% | -$18.7K | 0.14% | 87 |
|
|
2025
Q1 | $2.31M | Sell |
42,262
-686
| -2% | -$37.5K | 0.1% | 114 |
|
|
2024
Q4 | $5.05M | Buy |
42,948
+619
| +1% | +$72.8K | 0.22% | 57 |
|
|
2024
Q3 | $4.64M | Sell |
42,329
-3,541
| -8% | -$388K | 0.24% | 56 |
|
|
2024
Q2 | $4.48M | Buy |
45,870
+38,371
| +512% | +$3.75M | 0.21% | 63 |
|
|
2024
Q1 | $1.31M | Sell |
7,499
-35,236
| -82% | -$6.14M | 0.07% | 164 |
|
|
2023
Q4 | $2.96M | Buy |
42,735
+3,411
| +9% | +$236K | 0.13% | 101 |
|
|
2023
Q3 | $3.07M | Buy |
39,324
+47
| +0.1% | +$3.67K | 0.18% | 79 |
|
|
2023
Q2 | $3.03M | Buy |
39,277
+96
| +0.2% | +$7.41K | 0.17% | 83 |
|
|
2023
Q1 | $2.39M | Buy |
39,181
+21
| +0.1% | +$1.28K | 0.15% | 99 |
|
|
2022
Q4 | $1.76M | Buy |
+39,160
| New | +$1.76M | 0.14% | 105 |
|