Bouchey Financial Group’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 | $308K | Sell |
585
-30
| -5% | -$15.8K | 0.03% | 104 |
|
2025
Q1 | $312K | Buy |
615
+24
| +4% | +$12.2K | 0.03% | 99 |
|
2024
Q4 | $294K | Buy |
591
+15
| +3% | +$7.47K | 0.03% | 106 |
|
2024
Q3 | $298K | Buy |
576
+12
| +2% | +$6.2K | 0.03% | 119 |
|
2024
Q2 | $251K | Buy |
564
+16
| +3% | +$7.12K | 0.02% | 117 |
|
2024
Q1 | $233K | Hold |
548
| – | – | 0.02% | 124 |
|
2023
Q4 | $241K | Sell |
548
-3
| -0.5% | -$1.32K | 0.03% | 117 |
|
2023
Q3 | $201K | Hold |
551
| – | – | 0.02% | 124 |
|
2023
Q2 | $221K | Buy |
+551
| New | +$221K | 0.03% | 102 |
|
2022
Q2 | – | Sell |
-554
| Closed | -$227K | – | 100 |
|
2022
Q1 | $227K | Buy |
+554
| New | +$227K | 0.03% | 89 |
|