Capital Investment 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
$848K Buy
1,607
+1,083
+207% +$571K 0.02% 352
2025
Q1
$266K Buy
524
+119
+29% +$60.4K 0.01% 578
2024
Q4
$202K Buy
+405
New +$202K ﹤0.01% 623
2022
Q1
Sell
-501
Closed -$236K 615
2021
Q4
$236K Buy
+501
New +$236K 0.01% 514