Everhart 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 | $1.57M | Buy |
2,985
+780
| +35% | +$411K | 0.18% | 79 |
|
|
2025
Q1 | $1.12M | Buy |
2,205
+117
| +6% | +$59.4K | 0.15% | 96 |
|
|
2024
Q4 | $1.04M | Sell |
2,088
-84
| -4% | -$41.8K | 0.21% | 94 |
|
|
2024
Q3 | $1.12M | Buy |
2,172
+391
| +22% | +$202K | 0.25% | 88 |
|
|
2024
Q2 | $794K | Buy |
1,781
+295
| +20% | +$132K | 0.21% | 102 |
|
|
2024
Q1 | $632K | Buy |
1,486
+117
| +9% | +$49.8K | 0.18% | 119 |
|
|
2023
Q4 | $603K | Buy |
1,369
+610
| +80% | +$269K | 0.21% | 94 |
|
|
2023
Q3 | $277K | Sell |
759
-447
| -37% | -$163K | 0.12% | 162 |
|
|
2023
Q2 | $483K | Buy |
1,206
+556
| +86% | +$223K | 0.2% | 100 |
|
|
2023
Q1 | $224K | Sell |
650
-50
| -7% | -$17.2K | 0.1% | 179 |
|
|
2022
Q4 | $234K | Sell |
700
-378
| -35% | -$127K | 0.12% | 152 |
|
|
2022
Q3 | $329K | Buy |
1,078
+153
| +17% | +$46.7K | 0.18% | 112 |
|
|
2022
Q2 | $312K | Buy |
+925
| New | +$312K | 0.19% | 116 |
|