Financial Advocates Investment Management’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 | $325K | Sell |
616
-1,218
| -66% | -$642K | 0.03% | 474 |
|
|
2025
Q1 | $932K | Buy |
1,834
+30
| +2% | +$15.2K | 0.07% | 290 |
|
|
2024
Q4 | $898K | Sell |
1,804
-44
| -2% | -$21.9K | 0.05% | 322 |
|
|
2024
Q3 | $955K | Sell |
1,848
-34
| -2% | -$17.6K | 0.05% | 316 |
|
|
2024
Q2 | $839K | Buy |
1,882
+120
| +7% | +$53.5K | 0.05% | 328 |
|
|
2024
Q1 | $750K | Sell |
1,762
-83
| -4% | -$35.3K | 0.04% | 366 |
|
|
2023
Q4 | $813K | Buy |
1,845
+35
| +2% | +$15.4K | 0.05% | 330 |
|
|
2023
Q3 | $661K | Sell |
1,810
-104
| -5% | -$38K | 0.05% | 352 |
|
|
2023
Q2 | $767K | Buy |
1,914
+80
| +4% | +$32.1K | 0.05% | 306 |
|
|
2023
Q1 | $632K | Buy |
1,834
+51
| +3% | +$17.6K | 0.05% | 371 |
|
|
2022
Q4 | $597K | Buy |
1,783
+1,044
| +141% | +$350K | 0.04% | 404 |
|
|
2022
Q3 | $218K | Sell |
739
-746
| -50% | -$220K | 0.02% | 642 |
|
|
2022
Q2 | $500K | Buy |
1,485
+432
| +41% | +$145K | 0.04% | 395 |
|
|
2022
Q1 | $432K | Sell |
1,053
-416
| -28% | -$171K | 0.03% | 476 |
|
|
2021
Q4 | $693K | Buy |
1,469
+218
| +17% | +$103K | 0.04% | 402 |
|
|
2021
Q3 | $532K | Buy |
1,251
+58
| +5% | +$24.7K | 0.04% | 464 |
|
|
2021
Q2 | $489K | Buy |
1,193
+38
| +3% | +$15.6K | 0.03% | 473 |
|
|
2021
Q1 | $404K | Sell |
1,155
-154
| -12% | -$53.9K | 0.03% | 521 |
|
|
2020
Q4 | $430K | Sell |
1,309
-27
| -2% | -$8.87K | 0.03% | 479 |
|
|
2020
Q3 | $482K | Buy |
1,336
+692
| +107% | +$250K | 0.04% | 376 |
|
|
2020
Q2 | $212K | Buy |
+644
| New | +$212K | 0.02% | 535 |
|
|
2018
Q4 | – | Sell |
-1,032
| Closed | -$201K | – | 501 |
|
|
2018
Q3 | $201K | Buy |
+1,032
| New | +$201K | 0.02% | 484 |
|