Certified Advisory Corp’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 | $3.25M | Sell |
6,163
-77
| -1% | -$40.6K | 0.34% | 82 |
|
|
2025
Q1 | $3.17M | Sell |
6,240
-74
| -1% | -$37.6K | 0.36% | 78 |
|
|
2024
Q4 | $3.14M | Sell |
6,314
-26
| -0.4% | -$12.9K | 0.34% | 83 |
|
|
2024
Q3 | $3.28M | Sell |
6,340
-436
| -6% | -$225K | 0.36% | 80 |
|
|
2024
Q2 | $3.02M | Sell |
6,776
-36
| -0.5% | -$16.1K | 0.38% | 79 |
|
|
2024
Q1 | $2.9M | Sell |
6,812
-43
| -0.6% | -$18.3K | 0.4% | 79 |
|
|
2023
Q4 | $3.02M | Sell |
6,855
-445
| -6% | -$196K | 0.46% | 70 |
|
|
2023
Q3 | $2.67M | Sell |
7,300
-19
| -0.3% | -$6.94K | 0.49% | 68 |
|
|
2023
Q2 | $2.93M | Sell |
7,319
-590
| -7% | -$237K | 0.54% | 60 |
|
|
2023
Q1 | $2.73M | Sell |
7,909
-160
| -2% | -$55.2K | 0.48% | 61 |
|
|
2022
Q4 | $2.7M | Sell |
8,069
-116
| -1% | -$38.9K | 0.53% | 57 |
|
|
2022
Q3 | $2.5M | Sell |
8,185
-16
| -0.2% | -$4.89K | 0.57% | 48 |
|
|
2022
Q2 | $2.76M | Sell |
8,201
-38
| -0.5% | -$12.8K | 0.62% | 46 |
|
|
2022
Q1 | $3.38M | Sell |
8,239
-171
| -2% | -$70.1K | 0.72% | 39 |
|
|
2021
Q4 | $3.97M | Buy |
8,410
+8
| +0.1% | +$3.78K | 0.88% | 28 |
|
|
2021
Q3 | $3.57M | Buy |
8,402
+307
| +4% | +$130K | 0.87% | 31 |
|
|
2021
Q2 | $3.32M | Sell |
8,095
-11
| -0.1% | -$4.51K | 0.84% | 31 |
|
|
2021
Q1 | $2.86M | Buy |
+8,106
| New | +$2.86M | 0.74% | 32 |
|
|
2020
Q2 | $2.87M | Sell |
8,706
-17
| -0.2% | -$5.6K | 0.95% | 23 |
|
|
2020
Q1 | $2.14M | Sell |
8,723
-219
| -2% | -$53.7K | 0.84% | 28 |
|
|
2019
Q4 | $2.44M | Buy |
8,942
+229
| +3% | +$62.5K | 0.78% | 28 |
|
|
2019
Q3 | $2.14M | Sell |
8,713
-245
| -3% | -$60K | 0.74% | 29 |
|
|
2019
Q2 | $2.04M | Sell |
8,958
-111
| -1% | -$25.3K | 0.76% | 30 |
|
|
2019
Q1 | $1.91M | Sell |
9,069
-286
| -3% | -$60.2K | 0.8% | 28 |
|
|
2018
Q4 | $1.59M | Sell |
9,355
-1,506
| -14% | -$256K | 0.82% | 26 |
|
|
2018
Q3 | $2.12M | Buy |
10,861
+759
| +8% | +$148K | 0.98% | 20 |
|
|
2018
Q2 | $2.06M | Buy |
10,102
+879
| +10% | +$179K | 1.15% | 17 |
|
|
2018
Q1 | $1.76M | Buy |
9,223
+1,429
| +18% | +$273K | 1.04% | 22 |
|
|
2017
Q4 | $1.32M | Buy |
+7,794
| New | +$1.32M | 0.95% | 24 |
|