Consolidated Planning Corp’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 | $5.23M | Buy |
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|
2025
Q1 | $4.89M | Buy |
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|
2024
Q4 | $3.79M | Buy |
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|
2024
Q3 | $3.82M | Buy |
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|
2024
Q2 | $3.08M | Buy |
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|
2024
Q1 | $2.41M | Buy |
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|
2023
Q4 | $2.23M | Buy |
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|
2023
Q3 | $1.73M | Buy |
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|
2023
Q2 | $1.85M | Buy |
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|
2023
Q1 | $1.46M | Sell |
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|
2022
Q4 | $1.47M | Sell |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.49M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $85K | Buy |
|