Arkadios Wealth Advisors’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 | $2.69M | Buy |
5,092
+1,636
| +47% | +$863K | 0.08% | 268 |
|
|
2025
Q1 | $1.76M | Buy |
3,456
+1,357
| +65% | +$690K | 0.07% | 318 |
|
|
2024
Q4 | $1.05M | Buy |
2,099
+4
| +0.2% | +$1.99K | 0.06% | 323 |
|
|
2024
Q3 | $1.08M | Buy |
2,095
+367
| +21% | +$190K | 0.06% | 304 |
|
|
2024
Q2 | $771K | Buy |
1,728
+165
| +11% | +$73.6K | 0.05% | 339 |
|
|
2024
Q1 | $665K | Buy |
1,563
+40
| +3% | +$17K | 0.05% | 325 |
|
|
2023
Q4 | $671K | Buy |
1,523
+87
| +6% | +$38.3K | 0.06% | 298 |
|
|
2023
Q3 | $525K | Buy |
1,436
+130
| +10% | +$47.5K | 0.05% | 321 |
|
|
2023
Q2 | $524K | Buy |
1,306
+30
| +2% | +$12K | 0.06% | 292 |
|
|
2023
Q1 | $440K | Buy |
1,276
+607
| +91% | +$209K | 0.05% | 332 |
|
|
2022
Q4 | $224K | Buy |
669
+3
| +0.5% | +$1.01K | 0.03% | 491 |
|
|
2022
Q3 | $203K | Buy |
666
+8
| +1% | +$2.44K | 0.03% | 489 |
|
|
2022
Q2 | $222K | Buy |
+658
| New | +$222K | 0.03% | 477 |
|
|
2021
Q4 | – | Sell |
-122
| Closed | -$52K | – | 1600 |
|
|
2021
Q3 | $52K | Hold |
122
| – | – | 0.01% | 866 |
|
|
2021
Q2 | $50K | Buy |
122
+61
| +100% | +$25K | 0.01% | 928 |
|
|
2021
Q1 | $21K | Buy |
61
+3
| +5% | +$1.03K | ﹤0.01% | 954 |
|
|
2020
Q4 | $19K | Sell |
58
-8
| -12% | -$2.62K | ﹤0.01% | 771 |
|
|
2020
Q3 | $23K | Sell |
66
-3
| -4% | -$1.05K | 0.01% | 573 |
|
|
2020
Q2 | $24.3K | Buy |
69
+44
| +176% | +$15.5K | 0.01% | 504 |
|
|
2020
Q1 | $6.14K | Buy |
25
+3
| +14% | +$737 | ﹤0.01% | 742 |
|
|
2019
Q4 | $6.64K | Buy |
+22
| New | +$6.64K | ﹤0.01% | 661 |
|