Founders Financial Alliance’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 | $309K | Sell |
586
-374
| -39% | -$197K | 0.07% | 247 |
|
|
2025
Q1 | $488K | Buy |
960
+218
| +29% | +$111K | 0.12% | 177 |
|
|
2024
Q4 | $369K | Buy |
742
+16
| +2% | +$7.97K | 0.1% | 191 |
|
|
2024
Q3 | $375K | Sell |
726
-264
| -27% | -$136K | 0.1% | 193 |
|
|
2024
Q2 | $441K | Buy |
990
+2
| +0.2% | +$892 | 0.13% | 155 |
|
|
2024
Q1 | $421K | Sell |
988
-252
| -20% | -$107K | 0.13% | 168 |
|
|
2023
Q4 | $546K | Buy |
1,240
+42
| +4% | +$18.5K | 0.21% | 102 |
|
|
2023
Q3 | $438K | Sell |
1,198
-215
| -15% | -$78.6K | 0.19% | 111 |
|
|
2023
Q2 | $566K | Buy |
1,413
+193
| +16% | +$77.4K | 0.22% | 99 |
|
|
2023
Q1 | $423K | Sell |
1,220
-9
| -0.7% | -$3.12K | 0.21% | 113 |
|
|
2022
Q4 | $412K | Buy |
1,229
+1
| +0.1% | +$335 | 0.19% | 120 |
|
|
2022
Q3 | $375K | Buy |
1,228
+314
| +34% | +$95.9K | 0.19% | 121 |
|
|
2022
Q2 | $308K | Sell |
914
-51
| -5% | -$17.2K | 0.16% | 147 |
|
|
2022
Q1 | $396K | Buy |
965
+30
| +3% | +$12.3K | 0.18% | 127 |
|
|
2021
Q4 | $441K | Buy |
935
+28
| +3% | +$13.2K | 0.18% | 123 |
|
|
2021
Q3 | $385K | Buy |
907
+2
| +0.2% | +$849 | 0.18% | 133 |
|
|
2021
Q2 | $371K | Buy |
905
+2
| +0.2% | +$820 | 0.17% | 138 |
|
|
2021
Q1 | $337K | Buy |
+903
| New | +$337K | 0.17% | 140 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$35K | – | 1128 |
|
|
2020
Q3 | $35K | Buy |
+100
| New | +$35K | 0.02% | 449 |
|