SAG
SageView Advisory Group’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
39,039
+2,724
| +8% | +$115K | 0.06% | 166 |
|
|
2025
Q1 | $1.65M | Buy |
36,315
+361
| +1% | +$16.4K | 0.07% | 144 |
|
|
2024
Q4 | $1.44M | Buy |
35,954
+1,276
| +4% | +$51K | 0.06% | 170 |
|
|
2024
Q3 | $1.56M | Sell |
34,678
-12,357
| -26% | -$555K | 0.08% | 139 |
|
|
2024
Q2 | $1.94M | Buy |
+47,035
| New | +$1.94M | 0.09% | 129 |
|
|
2024
Q1 | – | Sell |
-61,643
| Closed | -$2.62M | – | 870 |
|
|
2023
Q4 | $2.62M | Buy |
61,643
+26,997
| +78% | +$1.15M | 0.11% | 113 |
|
|
2023
Q3 | $1.12M | Sell |
34,646
-7,195
| -17% | -$233K | 0.06% | 191 |
|
|
2023
Q2 | $1.56M | Sell |
41,841
-1,058
| -2% | -$39.3K | 0.09% | 151 |
|
|
2023
Q1 | $1.67M | Buy |
42,899
+23,153
| +117% | +$900K | 0.11% | 128 |
|
|
2022
Q4 | $778K | Buy |
+19,746
| New | +$778K | 0.06% | 182 |
|