Advisornet Financial’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
2,385
-185
| -7% | -$97.5K | 0.08% | 210 |
|
|
2025
Q1 | $1.31M | Buy |
2,570
+37
| +1% | +$18.8K | 0.1% | 205 |
|
|
2024
Q4 | $1.26M | Sell |
2,533
-562
| -18% | -$280K | 0.11% | 186 |
|
|
2024
Q3 | $1.6M | Buy |
3,095
+221
| +8% | +$114K | 0.12% | 171 |
|
|
2024
Q2 | $1.28M | Sell |
2,874
-22
| -0.8% | -$9.81K | 0.12% | 180 |
|
|
2024
Q1 | $1.23M | Buy |
2,896
+2
| +0.1% | +$851 | 0.12% | 182 |
|
|
2023
Q4 | $1.27M | Buy |
2,894
+19
| +0.7% | +$8.37K | 0.12% | 197 |
|
|
2023
Q3 | $1.05M | Buy |
2,875
+76
| +3% | +$27.8K | 0.1% | 205 |
|
|
2023
Q2 | $1.12M | Sell |
2,799
-74
| -3% | -$29.7K | 0.1% | 202 |
|
|
2023
Q1 | $991K | Buy |
2,873
+49
| +2% | +$16.9K | 0.09% | 213 |
|
|
2022
Q4 | $946K | Buy |
2,824
+153
| +6% | +$51.2K | 0.09% | 211 |
|
|
2022
Q3 | $816K | Buy |
2,671
+222
| +9% | +$67.8K | 0.08% | 239 |
|
|
2022
Q2 | $825K | Sell |
2,449
-550
| -18% | -$185K | 0.08% | 242 |
|
|
2022
Q1 | $1.23M | Buy |
2,999
+625
| +26% | +$256K | 0.08% | 214 |
|
|
2021
Q4 | $1.12M | Buy |
2,374
+103
| +5% | +$48.6K | 0.07% | 239 |
|
|
2021
Q3 | $965K | Buy |
2,271
+186
| +9% | +$79K | 0.07% | 241 |
|
|
2021
Q2 | $856K | Sell |
2,085
-112
| -5% | -$46K | 0.06% | 283 |
|
|
2021
Q1 | $775K | Sell |
2,197
-319
| -13% | -$113K | 0.06% | 284 |
|
|
2020
Q4 | $827K | Sell |
2,516
-6
| -0.2% | -$1.97K | 0.07% | 250 |
|
|
2020
Q3 | $909K | Sell |
2,522
-139
| -5% | -$50.1K | 0.08% | 230 |
|
|
2020
Q2 | $877K | Sell |
2,661
-556
| -17% | -$183K | 0.07% | 240 |
|
|
2020
Q1 | $788K | Sell |
3,217
-28
| -0.9% | -$6.86K | 0.07% | 230 |
|
|
2019
Q4 | $886K | Buy |
3,245
+114
| +4% | +$31.1K | 0.08% | 235 |
|
|
2019
Q3 | $767K | Buy |
3,131
+161
| +5% | +$39.4K | 0.07% | 251 |
|
|
2019
Q2 | $677K | Sell |
2,970
-131
| -4% | -$29.9K | 0.07% | 260 |
|
|
2019
Q1 | $653K | Hold |
3,101
| – | – | 0.08% | 243 |
|
|
2018
Q4 | $527K | Sell |
3,101
-90
| -3% | -$15.3K | 0.07% | 239 |
|
|
2018
Q3 | $623K | Sell |
3,191
-8
| -0.3% | -$1.56K | 0.08% | 234 |
|
|
2018
Q2 | $652K | Buy |
3,199
+24
| +0.8% | +$4.89K | 0.09% | 200 |
|
|
2018
Q1 | $607K | Sell |
3,175
-120
| -4% | -$22.9K | 0.08% | 201 |
|
|
2017
Q4 | $558K | Buy |
+3,295
| New | +$558K | 0.08% | 189 |
|