CFS Investment Advisory Services’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
Q2 | $3.24M | Sell |
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|
2025
Q1 | $3.21M | Sell |
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|
2024
Q4 | $3.23M | Sell |
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|
2024
Q3 | $3.37M | Sell |
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|
2024
Q2 | $2.95M | Sell |
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|
2024
Q1 | $2.82M | Sell |
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|
2023
Q4 | $3M | Sell |
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|
2023
Q3 | $2.8M | Sell |
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|
2023
Q2 | $3.08M | Buy |
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|
2023
Q1 | $2.62M | Buy |
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|
2022
Q4 | $2.52M | Sell |
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|
2022
Q3 | $2.33M | Buy |
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|
2022
Q2 | $2.61M | Sell |
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|
2022
Q1 | $8K | Buy |
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|
2021
Q4 | $3.3M | Buy |
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|
2021
Q3 | $2.73M | Buy |
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|
2020
Q4 | $2.22M | Buy |
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