Confluence Wealth 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 | $1.07M | Buy |
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|
2025
Q1 | $943K | Buy |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $945K | Buy |
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|
2023
Q4 | $765K | Sell |
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|
2023
Q3 | $666K | Buy |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $290K | Buy |
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|
2021
Q4 | $75K | Buy |
|