Ameritas Advisory Services’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 | $211K | Sell |
400
-598
| -60% | -$315K | 0.01% | 722 |
|
|
2025
Q1 | $504K | Sell |
998
-58
| -5% | -$29.3K | 0.02% | 569 |
|
|
2024
Q4 | $526K | Buy |
1,056
+519
| +97% | +$258K | 0.02% | 578 |
|
|
2024
Q3 | $278K | Sell |
537
-597
| -53% | -$309K | 0.01% | 703 |
|
|
2024
Q2 | $506K | Buy |
1,134
+14
| +1% | +$6.24K | 0.02% | 580 |
|
|
2024
Q1 | $474K | Sell |
1,120
-73
| -6% | -$30.9K | 0.02% | 565 |
|
|
2023
Q4 | $522K | Buy |
1,193
+113
| +10% | +$49.4K | 0.03% | 422 |
|
|
2023
Q3 | $393K | Buy |
+1,080
| New | +$393K | 0.02% | 561 |
|
|
2023
Q2 | – | Sell |
-1,029
| Closed | -$357K | – | 2244 |
|
|
2023
Q1 | $357K | Sell |
1,029
-259
| -20% | -$89.9K | 0.02% | 592 |
|
|
2022
Q4 | $431K | Buy |
1,288
+310
| +32% | +$104K | 0.02% | 583 |
|
|
2022
Q3 | $299K | Buy |
978
+15
| +2% | +$4.59K | 0.02% | 589 |
|
|
2022
Q2 | $324K | Sell |
963
-65
| -6% | -$21.9K | 0.02% | 588 |
|
|
2022
Q1 | $422K | Buy |
1,028
+14
| +1% | +$5.75K | 0.02% | 550 |
|
|
2021
Q4 | $479K | Buy |
+1,014
| New | +$479K | 0.02% | 518 |
|