Cooper Financial Group’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
Q3 | $384K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $254K | Buy |
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $337K | Sell |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $466K | Buy |
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|
2021
Q4 | $524K | Buy |
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|
2021
Q3 | $426K | Buy |
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|
2021
Q2 | $382K | Buy |
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|
2021
Q1 | $312K | Sell |
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|
2020
Q4 | $308K | Buy |
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|
2020
Q3 | $317K | Sell |
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|
2020
Q2 | $297K | Buy |
|