Cetera Advisor Networks’s S&P Global SPGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$10.2M Sell
24,067
-4,015
-14% -$1.71M 0.05% 377
2023
Q4
$12.4M Buy
28,082
+1,481
+6% +$652K 0.07% 300
2023
Q3
$9.72M Buy
26,601
+4,354
+20% +$1.59M 0.06% 320
2023
Q2
$8.92M Sell
22,247
-300
-1% -$120K 0.06% 318
2023
Q1
$7.77M Buy
22,547
+547
+2% +$189K 0.06% 340
2022
Q4
$7.37M Buy
22,000
+17,392
+377% +$5.83M 0.06% 338
2022
Q3
$1.41M Sell
4,608
-518
-10% -$158K 0.02% 727
2022
Q2
$1.73M Buy
5,126
+1,160
+29% +$391K 0.02% 645
2022
Q1
$1.63M Buy
3,966
+148
+4% +$60.7K 0.02% 699
2021
Q4
$1.8M Sell
3,818
-670
-15% -$316K 0.02% 640
2021
Q3
$1.91M Sell
4,488
-195
-4% -$82.9K 0.03% 566
2021
Q2
$1.92M Buy
4,683
+760
+19% +$312K 0.03% 555
2021
Q1
$1.38M Buy
3,923
+421
+12% +$149K 0.03% 473
2020
Q4
$1.15M Buy
3,502
+592
+20% +$195K 0.03% 491
2020
Q3
$1.05M Buy
2,910
+1,063
+58% +$383K 0.03% 465
2020
Q2
$609K Buy
1,847
+70
+4% +$23.1K 0.02% 617
2020
Q1
$435K Buy
1,777
+147
+9% +$36K 0.01% 658
2019
Q4
$448K Buy
1,630
+67
+4% +$18.4K 0.01% 786
2019
Q3
$384K Sell
1,563
-63
-4% -$15.5K 0.01% 811
2019
Q2
$376K Buy
1,626
+19
+1% +$4.39K 0.01% 802
2019
Q1
$335K Buy
1,607
+66
+4% +$13.8K 0.01% 821
2018
Q4
$259K Buy
1,541
+28
+2% +$4.71K 0.01% 824
2018
Q3
$298K Sell
1,513
-304
-17% -$59.9K 0.01% 872
2018
Q2
$369K Buy
1,817
+483
+36% +$98.1K 0.02% 569
2018
Q1
$256K Buy
+1,334
New +$256K 0.01% 728
2016
Q4
Sell
-1,693
Closed -$214K 995
2016
Q3
$214K Buy
+1,693
New +$214K 0.01% 918