Continuum Advisory’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 | $847K | Buy |
1,607
+58
| +4% | +$30.6K | 0.1% | 189 |
|
|
2025
Q1 | $787K | Sell |
1,549
-28
| -2% | -$14.2K | 0.1% | 175 |
|
|
2024
Q4 | $785K | Buy |
1,577
+33
| +2% | +$16.4K | 0.1% | 185 |
|
|
2024
Q3 | $788K | Buy |
1,544
+20
| +1% | +$10.2K | 0.1% | 187 |
|
|
2024
Q2 | $680K | Buy |
1,524
+13
| +0.9% | +$5.8K | 0.1% | 192 |
|
|
2024
Q1 | $653K | Sell |
1,511
-356
| -19% | -$154K | 0.1% | 201 |
|
|
2023
Q4 | $823K | Buy |
1,867
+18
| +1% | +$7.93K | 0.12% | 202 |
|
|
2023
Q3 | $676K | Sell |
1,849
-43
| -2% | -$15.7K | 0.11% | 223 |
|
|
2023
Q2 | $758K | Hold |
1,892
| – | – | 0.12% | 208 |
|
|
2023
Q1 | $652K | Buy |
1,892
+62
| +3% | +$21.4K | 0.11% | 218 |
|
|
2022
Q4 | $613K | Buy |
1,830
+89
| +5% | +$29.8K | 0.11% | 222 |
|
|
2022
Q3 | $532K | Sell |
1,741
-88
| -5% | -$26.9K | 0.09% | 224 |
|
|
2022
Q2 | $616K | Sell |
1,829
-36
| -2% | -$12.1K | 0.11% | 221 |
|
|
2022
Q1 | $702K | Buy |
1,865
+641
| +52% | +$241K | 0.13% | 193 |
|
|
2021
Q4 | $578K | Sell |
1,224
-76
| -6% | -$35.9K | 0.13% | 165 |
|
|
2021
Q3 | $552K | Buy |
1,300
+78
| +6% | +$33.1K | 0.15% | 150 |
|
|
2021
Q2 | $502K | Buy |
+1,222
| New | +$502K | 0.16% | 144 |
|