First Pacific Financial’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 | $26K | Sell |
49
-113
| -70% | -$60K | ﹤0.01% | 272 |
|
2025
Q1 | $82.5K | Buy |
162
+93
| +135% | +$47.4K | 0.02% | 174 |
|
2024
Q4 | $34.5K | Sell |
69
-4
| -5% | -$2K | 0.01% | 215 |
|
2024
Q3 | $37.8K | Hold |
73
| – | – | 0.01% | 210 |
|
2024
Q2 | $32.6K | Buy |
73
+24
| +49% | +$10.7K | 0.01% | 191 |
|
2024
Q1 | $20.8K | Hold |
49
| – | – | 0.01% | 227 |
|
2023
Q4 | $21.6K | Sell |
49
-12
| -20% | -$5.29K | 0.01% | 218 |
|
2023
Q3 | $22.3K | Buy |
61
+49
| +408% | +$17.9K | 0.01% | 190 |
|
2023
Q2 | $4.81K | Buy |
+12
| New | +$4.81K | ﹤0.01% | 205 |
|