Center for Financial Planning’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 | $1.29M | Hold |
2,437
| – | – | 0.15% | 54 |
|
|
2025
Q1 | $1.24M | Sell |
2,437
-1
| -0% | -$508 | 0.16% | 53 |
|
|
2024
Q4 | $1.21M | Buy |
2,438
+330
| +16% | +$164K | 0.16% | 53 |
|
|
2024
Q3 | $1.09M | Hold |
2,108
| – | – | 0.15% | 53 |
|
|
2024
Q2 | $940K | Hold |
2,108
| – | – | 0.14% | 54 |
|
|
2024
Q1 | $897K | Buy |
2,108
+110
| +6% | +$46.8K | 0.13% | 59 |
|
|
2023
Q4 | $880K | Hold |
1,998
| – | – | 0.16% | 59 |
|
|
2023
Q3 | $730K | Sell |
1,998
-5
| -0.2% | -$1.83K | 0.16% | 61 |
|
|
2023
Q2 | $803K | Hold |
2,003
| – | – | 0.17% | 59 |
|
|
2023
Q1 | $691K | Sell |
2,003
-155
| -7% | -$53.4K | 0.16% | 62 |
|
|
2022
Q4 | $723K | Sell |
2,158
-11
| -0.5% | -$3.68K | 0.18% | 59 |
|
|
2022
Q3 | $662K | Sell |
2,169
-2
| -0.1% | -$610 | 0.18% | 62 |
|
|
2022
Q2 | $732K | Buy |
2,171
+13
| +0.6% | +$4.38K | 0.19% | 60 |
|
|
2022
Q1 | $885K | Buy |
2,158
+658
| +44% | +$270K | 0.18% | 62 |
|
|
2021
Q4 | $708K | Buy |
1,500
+1,459
| +3,559% | +$689K | 0.15% | 69 |
|
|
2021
Q3 | $17K | Sell |
41
-1,517
| -97% | -$629K | ﹤0.01% | 318 |
|
|
2021
Q2 | $639K | Hold |
1,558
| – | – | 0.16% | 71 |
|
|
2021
Q1 | $550K | Sell |
1,558
-113
| -7% | -$39.9K | 0.14% | 75 |
|
|
2020
Q4 | $549K | Hold |
1,671
| – | – | 0.16% | 68 |
|
|
2020
Q3 | $603K | Sell |
1,671
-58
| -3% | -$20.9K | 0.19% | 54 |
|
|
2020
Q2 | $570K | Sell |
1,729
-10
| -0.6% | -$3.3K | 0.2% | 56 |
|
|
2020
Q1 | $426K | Buy |
1,739
+10
| +0.6% | +$2.45K | 0.14% | 65 |
|
|
2019
Q4 | $472K | Buy |
+1,729
| New | +$472K | 0.12% | 74 |
|