Avantax 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 | $11.3M | Buy |
21,457
+850
| +4% | +$448K | 0.06% | 247 |
|
|
2025
Q1 | $10.5M | Buy |
20,607
+666
| +3% | +$338K | 0.06% | 236 |
|
|
2024
Q4 | $9.93M | Sell |
19,941
-696
| -3% | -$347K | 0.06% | 229 |
|
|
2024
Q3 | $10.7M | Sell |
20,637
-2,888
| -12% | -$1.49M | 0.07% | 206 |
|
|
2024
Q2 | $10.5M | Buy |
23,525
+14,590
| +163% | +$6.51M | 0.07% | 195 |
|
|
2024
Q1 | $3.8M | Buy |
8,935
+317
| +4% | +$135K | 0.03% | 371 |
|
|
2023
Q4 | $3.8M | Buy |
8,618
+691
| +9% | +$304K | 0.04% | 331 |
|
|
2023
Q3 | $2.9M | Buy |
7,927
+968
| +14% | +$354K | 0.03% | 363 |
|
|
2023
Q2 | $2.79M | Buy |
6,959
+150
| +2% | +$60.1K | 0.03% | 370 |
|
|
2023
Q1 | $2.35M | Buy |
6,809
+1,522
| +29% | +$525K | 0.03% | 397 |
|
|
2022
Q4 | $1.77M | Buy |
5,287
+797
| +18% | +$267K | 0.02% | 456 |
|
|
2022
Q3 | $1.37M | Buy |
4,490
+475
| +12% | +$145K | 0.02% | 469 |
|
|
2022
Q2 | $1.35M | Buy |
4,015
+1,441
| +56% | +$486K | 0.02% | 472 |
|
|
2022
Q1 | $1.05M | Buy |
2,574
+273
| +12% | +$112K | 0.01% | 530 |
|
|
2021
Q4 | $1.09M | Buy |
2,301
+489
| +27% | +$231K | 0.02% | 517 |
|
|
2021
Q3 | $768K | Buy |
1,812
+1,094
| +152% | +$464K | 0.01% | 566 |
|
|
2021
Q2 | $293K | Buy |
718
+33
| +5% | +$13.5K | 0.01% | 913 |
|
|
2021
Q1 | $242K | Buy |
685
+62
| +10% | +$21.9K | 0.01% | 895 |
|
|
2020
Q4 | $206K | Sell |
623
-2,499
| -80% | -$826K | ﹤0.01% | 872 |
|
|
2020
Q3 | $1.13M | Buy |
3,122
+20
| +0.6% | +$7.21K | 0.02% | 512 |
|
|
2020
Q2 | $1.02M | Sell |
3,102
-881
| -22% | -$290K | 0.03% | 341 |
|
|
2020
Q1 | $974K | Sell |
3,983
-3,156
| -44% | -$772K | 0.03% | 309 |
|
|
2019
Q4 | $1.95M | Buy |
7,139
+111
| +2% | +$30.3K | 0.05% | 213 |
|
|
2019
Q3 | $1.72M | Buy |
7,028
+1,634
| +30% | +$400K | 0.07% | 145 |
|
|
2019
Q2 | $1.23M | Buy |
+5,394
| New | +$1.23M | 0.05% | 165 |
|