CPC
Consolidated Planning Corp’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.23M | Buy |
9,920
+297
| +3% | +$157K | 0.66% | 50 |
|
|
2025
Q1 | $4.89M | Buy |
9,623
+2,021
| +27% | +$1.03M | 0.67% | 48 |
|
|
2024
Q4 | $3.79M | Buy |
7,602
+206
| +3% | +$103K | 0.52% | 63 |
|
|
2024
Q3 | $3.82M | Buy |
7,396
+484
| +7% | +$250K | 0.57% | 60 |
|
|
2024
Q2 | $3.08M | Buy |
6,912
+1,243
| +22% | +$554K | 0.51% | 61 |
|
|
2024
Q1 | $2.41M | Buy |
5,669
+618
| +12% | +$263K | 0.41% | 72 |
|
|
2023
Q4 | $2.23M | Buy |
5,051
+310
| +7% | +$137K | 0.41% | 62 |
|
|
2023
Q3 | $1.73M | Buy |
4,741
+127
| +3% | +$46.4K | 0.38% | 70 |
|
|
2023
Q2 | $1.85M | Buy |
4,614
+365
| +9% | +$146K | 0.39% | 65 |
|
|
2023
Q1 | $1.46M | Sell |
4,249
-136
| -3% | -$46.9K | 0.38% | 69 |
|
|
2022
Q4 | $1.47M | Sell |
4,385
-20
| -0.5% | -$6.7K | 0.41% | 60 |
|
|
2022
Q3 | $1.35M | Sell |
4,405
-20
| -0.5% | -$6.11K | 0.42% | 57 |
|
|
2022
Q2 | $1.49M | Buy |
+4,425
| New | +$1.49M | 0.47% | 56 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$85K | – | 385 |
|
|
2021
Q3 | $85K | Buy |
+200
| New | +$85K | 0.06% | 115 |
|