Carr 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 | $319K | Buy |
606
+52
| +9% | +$27.4K | 0.09% | 137 |
|
|
2025
Q1 | $281K | Sell |
554
-190
| -26% | -$96.5K | 0.09% | 143 |
|
|
2024
Q4 | $371K | Buy |
744
+8
| +1% | +$3.98K | 0.11% | 126 |
|
|
2024
Q3 | $380K | Buy |
736
+24
| +3% | +$12.4K | 0.11% | 127 |
|
|
2024
Q2 | $318K | Buy |
712
+6
| +0.8% | +$2.68K | 0.1% | 145 |
|
|
2024
Q1 | $300K | Buy |
706
+5
| +0.7% | +$2.13K | 0.1% | 147 |
|
|
2023
Q4 | $309K | Hold |
701
| – | – | 0.11% | 128 |
|
|
2023
Q3 | $268K | Hold |
701
| – | – | 0.11% | 136 |
|
|
2023
Q2 | $281K | Hold |
701
| – | – | 0.11% | 138 |
|
|
2023
Q1 | $242K | Hold |
701
| – | – | 0.11% | 151 |
|
|
2022
Q4 | $235K | Buy |
+701
| New | +$235K | 0.12% | 147 |
|