Financial Counselors Inc’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 | – | Sell |
-12,486
| Closed | -$6.34M | – | 453 |
|
|
2025
Q1 | $6.34M | Sell |
12,486
-166
| -1% | -$84.3K | 0.1% | 174 |
|
|
2024
Q4 | $6.3M | Buy |
12,652
+50
| +0.4% | +$24.9K | 0.09% | 177 |
|
|
2024
Q3 | $6.51M | Buy |
12,602
+1,599
| +15% | +$826K | 0.1% | 174 |
|
|
2024
Q2 | $4.91M | Sell |
11,003
-88
| -0.8% | -$39.2K | 0.08% | 189 |
|
|
2024
Q1 | $4.72M | Buy |
11,091
+5
| +0% | +$2.13K | 0.08% | 194 |
|
|
2023
Q4 | $4.88M | Buy |
11,086
+378
| +4% | +$167K | 0.09% | 185 |
|
|
2023
Q3 | $3.91M | Buy |
10,708
+498
| +5% | +$182K | 0.08% | 196 |
|
|
2023
Q2 | $4.09M | Buy |
10,210
+816
| +9% | +$327K | 0.08% | 190 |
|
|
2023
Q1 | $3.24M | Buy |
9,394
+536
| +6% | +$185K | 0.07% | 208 |
|
|
2022
Q4 | $2.97M | Sell |
8,858
-1,080
| -11% | -$362K | 0.07% | 219 |
|
|
2022
Q3 | $3.04M | Sell |
9,938
-3,855
| -28% | -$1.18M | 0.07% | 200 |
|
|
2022
Q2 | $4.65M | Buy |
13,793
+444
| +3% | +$150K | 0.11% | 172 |
|
|
2022
Q1 | $5.48M | Buy |
13,349
+2,518
| +23% | +$1.03M | 0.11% | 171 |
|
|
2021
Q4 | $5.11M | Sell |
10,831
-984
| -8% | -$464K | 0.11% | 183 |
|
|
2021
Q3 | $5.02M | Buy |
11,815
+221
| +2% | +$93.9K | 0.11% | 180 |
|
|
2021
Q2 | $4.76M | Sell |
11,594
-8
| -0.1% | -$3.28K | 0.1% | 183 |
|
|
2021
Q1 | $4.09M | Buy |
11,602
+380
| +3% | +$134K | 0.1% | 193 |
|
|
2020
Q4 | $3.69M | Buy |
11,222
+343
| +3% | +$113K | 0.09% | 195 |
|
|
2020
Q3 | $3.92M | Sell |
10,879
-6,951
| -39% | -$2.51M | 0.12% | 173 |
|
|
2020
Q2 | $5.88M | Buy |
17,830
+11,869
| +199% | +$3.91M | 0.19% | 135 |
|
|
2020
Q1 | $1.46M | Buy |
+5,961
| New | +$1.46M | 0.06% | 216 |
|
|
2018
Q1 | – | Sell |
-2,630
| Closed | -$446K | – | 502 |
|
|
2017
Q4 | $446K | Hold |
2,630
| – | – | 0.02% | 346 |
|
|
2017
Q3 | $411K | Hold |
2,630
| – | – | 0.02% | 355 |
|
|
2017
Q2 | $384K | Sell |
2,630
-360
| -12% | -$52.6K | 0.02% | 365 |
|
|
2017
Q1 | $391K | Buy |
+2,990
| New | +$391K | 0.02% | 362 |
|