Bragg 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
Q3 | $254K | Sell |
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|
2025
Q2 | $277K | Buy |
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|
2025
Q1 | $265K | Buy |
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|
2024
Q4 | $252K | Sell |
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|
2024
Q3 | $267K | Buy |
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|
2024
Q2 | $228K | Sell |
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|
2024
Q1 | $221K | Buy |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $218K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Buy |
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|
2022
Q1 | $251K | Buy |
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|
2021
Q4 | $258K | Hold |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $215K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $211K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $211K | Buy |
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