Barnes Pettey Financial Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $332K | Hold |
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|
2024
Q3 | $344K | Sell |
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|
2024
Q2 | $311K | Hold |
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|
2024
Q1 | $297K | Hold |
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|
2023
Q4 | $307K | Hold |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $252K | Buy |
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