Checchi Capital Advisers’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 | $1.63M | Sell |
3,084
-3
| -0.1% | -$1.58K | 0.09% | 143 |
|
|
2025
Q1 | $1.57M | Buy |
3,087
+49
| +2% | +$24.9K | 0.08% | 149 |
|
|
2024
Q4 | $1.51M | Sell |
3,038
-151
| -5% | -$75.2K | 0.09% | 141 |
|
|
2024
Q3 | $1.65M | Buy |
3,189
+66
| +2% | +$34.1K | 0.09% | 134 |
|
|
2024
Q2 | $1.39M | Buy |
3,123
+28
| +0.9% | +$12.5K | 0.07% | 150 |
|
|
2024
Q1 | $1.32M | Buy |
3,095
+14
| +0.5% | +$5.96K | 0.1% | 159 |
|
|
2023
Q4 | $1.36M | Sell |
3,081
-185
| -6% | -$81.5K | 0.11% | 152 |
|
|
2023
Q3 | $1.19M | Sell |
3,266
-118
| -3% | -$43.1K | 0.11% | 153 |
|
|
2023
Q2 | $1.36M | Buy |
3,384
+117
| +4% | +$46.9K | 0.12% | 138 |
|
|
2023
Q1 | $1.13M | Buy |
3,267
+277
| +9% | +$95.5K | 0.11% | 156 |
|
|
2022
Q4 | $1M | Sell |
2,990
-51
| -2% | -$17.1K | 0.1% | 160 |
|
|
2022
Q3 | $929K | Sell |
3,041
-191
| -6% | -$58.3K | 0.09% | 164 |
|
|
2022
Q2 | $1.22M | Sell |
3,232
-142
| -4% | -$53.5K | 0.11% | 138 |
|
|
2022
Q1 | $1.38M | Buy |
3,374
+1,036
| +44% | +$425K | 0.12% | 117 |
|
|
2021
Q4 | $1.1M | Hold |
2,338
| – | – | 0.1% | 139 |
|
|
2021
Q3 | $993K | Sell |
2,338
-20
| -0.8% | -$8.49K | 0.1% | 136 |
|
|
2021
Q2 | $968K | Buy |
2,358
+25
| +1% | +$10.3K | 0.1% | 144 |
|
|
2021
Q1 | $823K | Sell |
2,333
-57
| -2% | -$20.1K | 0.08% | 153 |
|
|
2020
Q4 | $786K | Sell |
2,390
-375
| -14% | -$123K | 0.08% | 154 |
|
|
2020
Q3 | $997K | Buy |
2,765
+7
| +0.3% | +$2.52K | 0.11% | 117 |
|
|
2020
Q2 | $909K | Buy |
2,758
+193
| +8% | +$63.6K | 0.11% | 121 |
|
|
2020
Q1 | $629K | Sell |
2,565
-103
| -4% | -$25.3K | 0.06% | 133 |
|
|
2019
Q4 | $728K | Sell |
2,668
-16
| -0.6% | -$4.37K | 0.1% | 135 |
|
|
2019
Q3 | $658K | Sell |
2,684
-88
| -3% | -$21.6K | 0.09% | 145 |
|
|
2019
Q2 | $631K | Buy |
2,772
+217
| +8% | +$49.4K | 0.08% | 154 |
|
|
2019
Q1 | $538K | Sell |
2,555
-31
| -1% | -$6.53K | 0.06% | 166 |
|
|
2018
Q4 | $439K | Sell |
2,586
-245
| -9% | -$41.6K | 0.06% | 175 |
|
|
2018
Q3 | $553K | Buy |
2,831
+39
| +1% | +$7.62K | 0.06% | 181 |
|
|
2018
Q2 | $569K | Buy |
2,792
+2
| +0.1% | +$408 | 0.07% | 172 |
|
|
2018
Q1 | $533K | Buy |
2,790
+354
| +15% | +$67.6K | 0.07% | 175 |
|
|
2017
Q4 | $413K | Buy |
2,436
+27
| +1% | +$4.58K | 0.06% | 225 |
|
|
2017
Q3 | $377K | Sell |
2,409
-42
| -2% | -$6.57K | 0.04% | 219 |
|
|
2017
Q2 | $358K | Sell |
2,451
-855
| -26% | -$125K | 0.04% | 229 |
|
|
2017
Q1 | $432K | Sell |
3,306
-273
| -8% | -$35.7K | 0.05% | 192 |
|
|
2016
Q4 | $385K | Sell |
3,579
-79
| -2% | -$8.5K | 0.05% | 206 |
|
|
2016
Q3 | $463K | Buy |
3,658
+353
| +11% | +$44.7K | 0.05% | 165 |
|
|
2016
Q2 | $354K | Buy |
+3,305
| New | +$354K | 0.04% | 203 |
|