Focus Partners Wealth’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 | $96.1M | Buy |
182,223
+2,177
| +1% | +$1.15M | 0.21% | 104 |
|
|
2025
Q1 | $91.5M | Sell |
180,046
-36,186
| -17% | -$18.4M | 0.23% | 94 |
|
|
2024
Q4 | $108M | Buy |
216,232
+53,210
| +33% | +$26.5M | 0.28% | 72 |
|
|
2024
Q3 | $84.2M | Sell |
163,022
-77,375
| -32% | -$40M | 0.27% | 81 |
|
|
2024
Q2 | $107M | Buy |
240,397
+233,466
| +3,368% | +$104M | 0.36% | 67 |
|
|
2024
Q1 | $2.95M | Buy |
6,931
+4,460
| +180% | +$1.9M | 0.02% | 422 |
|
|
2023
Q4 | $1.09M | Buy |
+2,471
| New | +$1.09M | 0.01% | 439 |
|