Ethos Financial 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 | $394K | Buy |
747
+106
| +17% | +$55.9K | 0.03% | 296 |
|
|
2025
Q1 | $319K | Hold |
641
| – | – | 0.03% | 311 |
|
|
2024
Q4 | $319K | Buy |
641
+43
| +7% | +$21.4K | 0.04% | 211 |
|
|
2024
Q3 | $309K | Sell |
598
-26
| -4% | -$13.4K | 0.05% | 197 |
|
|
2024
Q2 | $286K | Buy |
624
+67
| +12% | +$30.7K | 0.05% | 206 |
|
|
2024
Q1 | $237K | Buy |
557
+14
| +3% | +$5.96K | 0.04% | 236 |
|
|
2023
Q4 | $239K | Buy |
+543
| New | +$239K | 0.05% | 223 |
|