Cornerstone Planning Group’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 | $141K | Sell |
251
-46
| -15% | -$25.9K | 0.03% | 109 |
|
|
2025
Q1 | $140K | Buy |
297
+45
| +18% | +$21.2K | 0.03% | 114 |
|
|
2024
Q4 | $131K | Sell |
252
-2
| -0.8% | -$1.04K | 0.03% | 96 |
|
|
2024
Q3 | $124K | Sell |
254
-6
| -2% | -$2.92K | 0.03% | 100 |
|
|
2024
Q2 | $123K | Buy |
260
+96
| +59% | +$45.3K | 0.04% | 118 |
|
|
2024
Q1 | $69.7K | Sell |
164
-37
| -18% | -$15.7K | 0.02% | 137 |
|
|
2023
Q4 | $88.5K | Buy |
201
+13
| +7% | +$5.73K | 0.03% | 129 |
|
|
2023
Q3 | $68.7K | Sell |
188
-20
| -10% | -$7.31K | 0.03% | 145 |
|
|
2023
Q2 | $83.4K | Buy |
+208
| New | +$83.4K | 0.03% | 155 |
|
|
2022
Q4 | $75.1K | Buy |
+208
| New | +$75.1K | 0.03% | 205 |
|