Steward Partners Investment Advisory’s Sage Therapeutics SAGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50
| Closed | -$272 | – | 4142 |
|
|
2024
Q4 | $272 | Hold |
50
| – | – | ﹤0.01% | 3890 |
|
|
2024
Q3 | $361 | Hold |
50
| – | – | ﹤0.01% | 3627 |
|
|
2024
Q2 | $543 | Hold |
50
| – | – | ﹤0.01% | 3461 |
|
|
2024
Q1 | $937 | Hold |
50
| – | – | ﹤0.01% | 3384 |
|
|
2023
Q4 | $1.08K | Hold |
50
| – | – | ﹤0.01% | 3299 |
|
|
2023
Q3 | $1.03K | Hold |
50
| – | – | ﹤0.01% | 3187 |
|
|
2023
Q2 | $2.35K | Hold |
50
| – | – | ﹤0.01% | 2998 |
|
|
2023
Q1 | $2.1K | Sell |
50
-14
| -22% | -$587 | ﹤0.01% | 3011 |
|
|
2022
Q4 | $2.44K | Buy |
64
+14
| +28% | +$534 | ﹤0.01% | 2977 |
|
|
2022
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 3059 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 3037 |
|
|
2022
Q1 | $2K | Sell |
50
-65
| -57% | -$2.6K | ﹤0.01% | 3110 |
|
|
2021
Q4 | $5K | Hold |
115
| – | – | ﹤0.01% | 2836 |
|
|
2021
Q3 | $5K | Hold |
115
| – | – | ﹤0.01% | 2821 |
|
|
2021
Q2 | $7K | Hold |
115
| – | – | ﹤0.01% | 6381 |
|
|
2021
Q1 | $8.61K | Hold |
115
| – | – | ﹤0.01% | 2835 |
|
|
2020
Q4 | $10K | Sell |
115
-100
| -47% | -$8.7K | ﹤0.01% | 2320 |
|
|
2020
Q3 | $13K | Hold |
215
| – | – | ﹤0.01% | 2048 |
|
|
2020
Q2 | $9K | Hold |
215
| – | – | ﹤0.01% | 2093 |
|
|
2020
Q1 | $6K | Buy |
215
+123
| +134% | +$3.43K | ﹤0.01% | 2040 |
|
|
2019
Q4 | $6K | Sell |
92
-30
| -25% | -$1.96K | ﹤0.01% | 2196 |
|
|
2019
Q3 | $17K | Buy |
122
+27
| +28% | +$3.76K | ﹤0.01% | 1785 |
|
|
2019
Q2 | $17K | Buy |
+95
| New | +$17K | ﹤0.01% | 1768 |
|
|
2018
Q4 | – | Sell |
-95
| Closed | -$13K | – | 1885 |
|
|
2018
Q3 | $13K | Hold |
95
| – | – | ﹤0.01% | 1774 |
|
|
2018
Q2 | $15K | Hold |
95
| – | – | ﹤0.01% | 1587 |
|
|
2018
Q1 | $15K | Buy |
95
+65
| +217% | +$10.3K | ﹤0.01% | 1449 |
|
|
2017
Q4 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 1580 |
|