Savant Capital’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Buy |
34,508
+370
| +1% | +$10.3K | 0.01% | 830 |
|
|
2025
Q1 | $885K | Buy |
34,138
+17,659
| +107% | +$458K | 0.01% | 798 |
|
|
2024
Q4 | $439K | Buy |
16,479
+19
| +0.1% | +$506 | ﹤0.01% | 934 |
|
|
2024
Q3 | $545K | Buy |
16,460
+59
| +0.4% | +$1.96K | ﹤0.01% | 833 |
|
|
2024
Q2 | $307K | Sell |
16,401
-5,403
| -25% | -$101K | ﹤0.01% | 969 |
|
|
2024
Q1 | $464K | Buy |
+21,804
| New | +$464K | 0.01% | 757 |
|