CIAS
CFS Investment Advisory Services’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Sell |
6,146
-182
| -3% | -$96K | 0.27% | 78 |
|
|
2025
Q1 | $3.22M | Sell |
6,328
-156
| -2% | -$79.3K | 0.29% | 76 |
|
|
2024
Q4 | $3.23M | Sell |
6,484
-47
| -0.7% | -$23.4K | 0.29% | 73 |
|
|
2024
Q3 | $3.37M | Sell |
6,531
-81
| -1% | -$41.8K | 0.28% | 66 |
|
|
2024
Q2 | $2.95M | Sell |
6,612
-18
| -0.3% | -$8.03K | 0.24% | 75 |
|
|
2024
Q1 | $2.82M | Sell |
6,630
-184
| -3% | -$78.3K | 0.47% | 36 |
|
|
2023
Q4 | $3M | Sell |
6,814
-839
| -11% | -$370K | 0.54% | 32 |
|
|
2023
Q3 | $2.8M | Sell |
7,653
-27
| -0.4% | -$9.86K | 0.45% | 42 |
|
|
2023
Q2 | $3.08M | Buy |
7,680
+82
| +1% | +$32.9K | 0.39% | 46 |
|
|
2023
Q1 | $2.62M | Buy |
7,598
+76
| +1% | +$26.2K | 0.48% | 38 |
|
|
2022
Q4 | $2.52M | Sell |
7,522
-2,324,108
| -100% | -$778M | 0.57% | 26 |
|
|
2022
Q3 | $2.33M | Buy |
2,331,630
+2,323,899
| +30,059% | +$2.32M | 0.54% | 30 |
|
|
2022
Q2 | $2.61M | Sell |
7,731
-3,175,266
| -100% | -$1.07B | 0.4% | 50 |
|
|
2022
Q1 | $8K | Buy |
3,182,997
+3,175,053
| +39,968% | +$7.98K | 0.03% | 177 |
|
|
2021
Q4 | $3.3M | Buy |
7,944
+1,517
| +24% | +$630K | 0.44% | 46 |
|
|
2021
Q3 | $2.73M | Buy |
+6,427
| New | +$2.73M | 0.37% | 55 |
|
|
2020
Q4 | $2.22M | Buy |
+6,748
| New | +$2.22M | 0.35% | 57 |
|