Bragg Financial Advisors’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 | $277K | Buy |
525
+4
| +0.8% | +$2.11K | 0.01% | 310 |
|
|
2025
Q1 | $265K | Buy |
521
+16
| +3% | +$8.13K | 0.01% | 305 |
|
|
2024
Q4 | $252K | Sell |
505
-12
| -2% | -$5.98K | 0.01% | 311 |
|
|
2024
Q3 | $267K | Buy |
517
+6
| +1% | +$3.1K | 0.01% | 296 |
|
|
2024
Q2 | $228K | Sell |
511
-8
| -2% | -$3.57K | 0.01% | 306 |
|
|
2024
Q1 | $221K | Buy |
519
+62
| +14% | +$26.4K | 0.01% | 315 |
|
|
2023
Q4 | $201K | Buy |
+457
| New | +$201K | 0.01% | 311 |
|
|
2023
Q3 | – | Sell |
-545
| Closed | -$218K | – | 325 |
|
|
2023
Q2 | $218K | Buy |
+545
| New | +$218K | 0.01% | 312 |
|
|
2022
Q3 | – | Sell |
-620
| Closed | -$209K | – | 297 |
|
|
2022
Q2 | $209K | Buy |
620
+7
| +1% | +$2.36K | 0.01% | 294 |
|
|
2022
Q1 | $251K | Buy |
613
+5
| +0.8% | +$2.05K | 0.01% | 290 |
|
|
2021
Q4 | $258K | Hold |
608
| – | – | 0.02% | 277 |
|
|
2021
Q3 | $258K | Hold |
608
| – | – | 0.02% | 277 |
|
|
2021
Q2 | $250K | Hold |
608
| – | – | 0.02% | 282 |
|
|
2021
Q1 | $215K | Buy |
+608
| New | +$215K | 0.01% | 287 |
|
|
2020
Q4 | – | Sell |
-628
| Closed | -$226K | – | 284 |
|
|
2020
Q3 | $226K | Sell |
628
-13
| -2% | -$4.68K | 0.02% | 254 |
|
|
2020
Q2 | $211K | Buy |
+641
| New | +$211K | 0.02% | 261 |
|
|
2019
Q4 | – | Sell |
-861
| Closed | -$211K | – | 271 |
|
|
2019
Q3 | $211K | Buy |
+861
| New | +$211K | 0.03% | 263 |
|