Farther Finance Advisors’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 | $2.35M | Sell |
4,455
-57
| -1% | -$30.1K | 0.05% | 321 |
|
|
2025
Q1 | $2.3M | Buy |
4,512
+216
| +5% | +$110K | 0.06% | 271 |
|
|
2024
Q4 | $2.14M | Sell |
4,296
-166
| -4% | -$82.7K | 0.08% | 214 |
|
|
2024
Q3 | $2.3M | Sell |
4,462
-172
| -4% | -$88.9K | 0.09% | 188 |
|
|
2024
Q2 | $2.07M | Buy |
4,634
+1,228
| +36% | +$548K | 0.1% | 165 |
|
|
2024
Q1 | $1.45M | Sell |
3,406
-1,186
| -26% | -$507K | 0.09% | 194 |
|
|
2023
Q4 | $2.02M | Buy |
4,592
+3,402
| +286% | +$1.5M | 0.15% | 131 |
|
|
2023
Q3 | $435K | Buy |
1,190
+582
| +96% | +$213K | 0.07% | 223 |
|
|
2023
Q2 | $244K | Buy |
608
+25
| +4% | +$10K | 0.05% | 283 |
|
|
2023
Q1 | $201K | Buy |
583
+76
| +15% | +$26.2K | 0.06% | 261 |
|
|
2022
Q4 | $170K | Buy |
+507
| New | +$170K | 0.07% | 246 |
|