Center for Financial Planning’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 | $476K | Sell |
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|
2025
Q2 | $1.29M | Hold |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.09M | Hold |
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|
2024
Q2 | $940K | Hold |
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|
2024
Q1 | $897K | Buy |
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|
2023
Q4 | $880K | Hold |
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|
2023
Q3 | $730K | Sell |
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|
2023
Q2 | $803K | Hold |
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|
2023
Q1 | $691K | Sell |
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|
2022
Q4 | $723K | Sell |
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|
2022
Q3 | $662K | Sell |
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|
2022
Q2 | $732K | Buy |
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|
2022
Q1 | $885K | Buy |
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|
2021
Q4 | $708K | Buy |
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|
2021
Q3 | $17K | Sell |
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|
2021
Q2 | $639K | Hold |
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|
2021
Q1 | $550K | Sell |
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|
2020
Q4 | $549K | Hold |
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|
2020
Q3 | $603K | Sell |
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|
2020
Q2 | $570K | Sell |
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|
2020
Q1 | $426K | Buy |
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|
2019
Q4 | $472K | Buy |
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