Beacon Pointe 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
Q3 | $3.39M | Sell |
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|
2025
Q2 | $3.82M | Buy |
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|
2025
Q1 | $3.23M | Sell |
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|
2024
Q4 | $3.76M | Sell |
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|
2024
Q3 | $4.57M | Sell |
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|
2024
Q2 | $5.06M | Sell |
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|
2024
Q1 | $10.4M | Buy |
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|
2023
Q4 | $5.07M | Sell |
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|
2023
Q3 | $4.28M | Buy |
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|
2023
Q2 | $3M | Sell |
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|
2023
Q1 | $3.58M | Buy |
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|
2022
Q4 | $2.91M | Buy |
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|
2022
Q3 | $1.85M | Sell |
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|
2022
Q2 | $2.32M | Sell |
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|
2022
Q1 | $5.74M | Buy |
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|
2021
Q4 | $2.83M | Buy |
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|
2021
Q3 | $2.02M | Sell |
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|
2021
Q2 | $1.99M | Buy |
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|
2021
Q1 | $480K | Buy |
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|
2020
Q4 | $325K | Buy |
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|
2020
Q3 | $224K | Buy |
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|
2020
Q2 | $202K | Buy |
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