Fiduciary Alliance’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 | $616K | Buy |
1,168
+83
| +8% | +$43.8K | 0.05% | 290 |
|
|
2025
Q1 | $551K | Buy |
1,085
+298
| +38% | +$151K | 0.05% | 239 |
|
|
2024
Q4 | $392K | Buy |
+787
| New | +$392K | 0.04% | 263 |
|
|
2023
Q3 | – | Sell |
-68
| Closed | -$27.3K | – | 833 |
|
|
2023
Q2 | $27.3K | Buy |
+68
| New | +$27.3K | 0.01% | 400 |
|
|
2023
Q1 | – | Sell |
-41
| Closed | -$13.7K | – | 765 |
|
|
2022
Q4 | $13.7K | Buy |
+41
| New | +$13.7K | ﹤0.01% | 355 |
|