SAG
SageView Advisory Group’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
33,407
-4,753
| -12% | -$219K | 0.06% | 180 |
|
|
2025
Q1 | $1.61M | Sell |
38,160
-4,690
| -11% | -$198K | 0.07% | 148 |
|
|
2024
Q4 | $2.05M | Buy |
42,850
+7,334
| +21% | +$351K | 0.09% | 125 |
|
|
2024
Q3 | $1.62M | Sell |
35,516
-655
| -2% | -$30K | 0.08% | 133 |
|
|
2024
Q2 | $1.44M | Buy |
+36,171
| New | +$1.44M | 0.07% | 172 |
|
|
2024
Q1 | – | Sell |
-47,478
| Closed | -$2.06M | – | 853 |
|
|
2023
Q4 | $2.06M | Buy |
47,478
+10,938
| +30% | +$474K | 0.09% | 137 |
|
|
2023
Q3 | $1.21M | Buy |
36,540
+5,831
| +19% | +$193K | 0.07% | 182 |
|
|
2023
Q2 | $1.01M | Sell |
30,709
-5,597
| -15% | -$185K | 0.06% | 224 |
|
|
2023
Q1 | $1.31M | Buy |
36,306
+14,150
| +64% | +$510K | 0.08% | 165 |
|
|
2022
Q4 | $966K | Buy |
+22,156
| New | +$966K | 0.08% | 158 |
|