Advisornet Financial’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Sell |
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|
2025
Q2 | $1.26M | Sell |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $991K | Buy |
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|
2022
Q4 | $946K | Buy |
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|
2022
Q3 | $816K | Buy |
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|
2022
Q2 | $825K | Sell |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $965K | Buy |
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|
2021
Q2 | $856K | Sell |
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|
2021
Q1 | $775K | Sell |
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|
2020
Q4 | $827K | Sell |
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|
2020
Q3 | $909K | Sell |
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|
2020
Q2 | $877K | Sell |
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|
2020
Q1 | $788K | Sell |
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|
2019
Q4 | $886K | Buy |
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|
2019
Q3 | $767K | Buy |
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|
2019
Q2 | $677K | Sell |
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|
2019
Q1 | $653K | Hold |
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|
2018
Q4 | $527K | Sell |
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|
2018
Q3 | $623K | Sell |
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|
2018
Q2 | $652K | Buy |
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|
2018
Q1 | $607K | Sell |
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|
2017
Q4 | $558K | Buy |
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