BEI
Benjamin Edwards Inc’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51M | Buy |
96,717
+744
| +0.8% | +$392K | 0.65% | 43 |
|
|
2025
Q1 | $48.8M | Buy |
95,973
+12,442
| +15% | +$6.32M | 0.68% | 37 |
|
|
2024
Q4 | $41.6M | Buy |
83,531
+569
| +0.7% | +$283K | 0.6% | 41 |
|
|
2024
Q3 | $42.9M | Buy |
82,962
+79,213
| +2,113% | +$40.9M | 0.62% | 41 |
|
|
2024
Q2 | $1.67M | Sell |
3,749
-26
| -0.7% | -$11.6K | 0.32% | 81 |
|
|
2024
Q1 | $1.61M | Buy |
3,775
+181
| +5% | +$77K | 0.32% | 87 |
|
|
2023
Q4 | $1.58M | Sell |
3,594
-12
| -0.3% | -$5.29K | 0.35% | 82 |
|
|
2023
Q3 | $1.32M | Sell |
3,606
-93
| -3% | -$34K | 0.31% | 97 |
|
|
2023
Q2 | $1.48M | Sell |
3,699
-44
| -1% | -$17.6K | 0.34% | 86 |
|
|
2023
Q1 | $1.29M | Buy |
3,743
+111
| +3% | +$38.3K | 0.31% | 91 |
|
|
2022
Q4 | $1.22M | Buy |
3,632
+90
| +3% | +$30.2K | 0.32% | 92 |
|
|
2022
Q3 | $1.08M | Sell |
3,542
-11
| -0.3% | -$3.36K | 0.32% | 96 |
|
|
2022
Q2 | $1.2M | Buy |
3,553
+408
| +13% | +$138K | 0.35% | 88 |
|
|
2022
Q1 | $1.29M | Buy |
3,145
+731
| +30% | +$300K | 0.38% | 79 |
|
|
2021
Q4 | $1.14M | Buy |
2,414
+34
| +1% | +$16K | 0.37% | 79 |
|
|
2021
Q3 | $1.01M | Buy |
2,380
+74
| +3% | +$31.4K | 0.61% | 54 |
|
|
2021
Q2 | $946K | Sell |
2,306
-11
| -0.5% | -$4.51K | 0.65% | 55 |
|
|
2021
Q1 | $818K | Buy |
+2,317
| New | +$818K | 0.62% | 62 |
|
|
2019
Q4 | – | Sell |
-21
| Closed | -$5K | – | 301 |
|
|
2019
Q3 | $5K | Buy |
+21
| New | +$5K | 0.01% | 261 |
|