FG
Fiduciary Group’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Sell |
911
-18
| -2% | -$9.49K | 0.05% | 203 |
|
|
2025
Q1 | $472K | Hold |
929
| – | – | 0.05% | 198 |
|
|
2024
Q4 | $463K | Hold |
929
| – | – | 0.05% | 198 |
|
|
2024
Q3 | $480K | Sell |
929
-16
| -2% | -$8.27K | 0.05% | 197 |
|
|
2024
Q2 | $421K | Sell |
945
-5
| -0.5% | -$2.23K | 0.05% | 202 |
|
|
2024
Q1 | $404K | Hold |
950
| – | – | 0.04% | 204 |
|
|
2023
Q4 | $418K | Hold |
950
| – | – | 0.05% | 190 |
|
|
2023
Q3 | $347K | Hold |
950
| – | – | 0.04% | 190 |
|
|
2023
Q2 | $381K | Buy |
950
+8
| +0.8% | +$3.21K | 0.05% | 184 |
|
|
2023
Q1 | $325K | Sell |
942
-13
| -1% | -$4.48K | 0.04% | 190 |
|
|
2022
Q4 | $320K | Sell |
955
-21
| -2% | -$7.03K | 0.04% | 186 |
|
|
2022
Q3 | $338K | Hold |
976
| – | – | 0.04% | 185 |
|
|
2022
Q2 | $377K | Buy |
976
+133
| +16% | +$51.4K | 0.05% | 178 |
|
|
2022
Q1 | $275K | Buy |
843
+15
| +2% | +$4.89K | 0.04% | 193 |
|
|
2021
Q4 | $391K | Hold |
828
| – | – | 0.04% | 174 |
|
|
2021
Q3 | $385K | Buy |
828
+6
| +0.7% | +$2.79K | 0.04% | 173 |
|
|
2021
Q2 | $361K | Hold |
822
| – | – | 0.04% | 181 |
|
|
2021
Q1 | $321K | Hold |
822
| – | – | 0.04% | 184 |
|
|
2020
Q4 | $279K | Buy |
822
+25
| +3% | +$8.49K | 0.04% | 190 |
|
|
2020
Q3 | $287K | Hold |
797
| – | – | 0.04% | 170 |
|
|
2020
Q2 | $263K | Buy |
+797
| New | +$263K | 0.04% | 171 |
|
|
2020
Q1 | – | Sell |
-797
| Closed | -$218K | – | 196 |
|
|
2019
Q4 | $218K | Sell |
797
-60
| -7% | -$16.4K | 0.03% | 186 |
|
|
2019
Q3 | $210K | Buy |
+857
| New | +$210K | 0.04% | 183 |
|