Sage Oak Financial, LLC Timothy Plan High Divid Stk Et Transaction History

Sage Oak Financial, LLC

$136 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	SELL	$36.09 - $38.27 $43,127 - $45,732	-1,195 Reduced 7.75%	14,232 $535 Million
Q4 2024 Feb 10, 2025	BUY	$35.89 - $39.51 $553,675 - $609,520	15,427 New	15,427 $561 Million

Others Institutions Holding TPHD

# of Institutions

93

Shares Held

3.26M

Call Options Held

0

Put Options Held

0

Christian Investment Advisors, Inc. New Braunfels, TX

556K
Shares

$21.3 Million
14.52% of portfolio
Lpl Financial LLC Fort Mill, SC

459K
Shares

$17.6 Million
0.01% of portfolio
One Ascent Financial Services LLC Birmingham, AL

170K
Shares

$6.5 Million
1.15% of portfolio
Cwm, LLC

152K
Shares

$5.82 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

126K
Shares

$4.82 Million
0.0% of portfolio

About TIMOTHY PLAN HIGH DIVID STK ET

Ticker TPHD
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