Founders Financial Securities’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 | $1.02M | Sell |
1,932
-153
| -7% | -$80.7K | 0.08% | 230 |
|
|
2025
Q1 | $999K | Buy |
2,085
+245
| +13% | +$117K | 0.08% | 220 |
|
|
2024
Q4 | $916K | Buy |
1,840
+88
| +5% | +$43.8K | 0.08% | 193 |
|
|
2024
Q3 | $905K | Buy |
1,752
+67
| +4% | +$34.6K | 0.08% | 195 |
|
|
2024
Q2 | $752K | Buy |
1,685
+66
| +4% | +$29.4K | 0.07% | 219 |
|
|
2024
Q1 | $689K | Sell |
1,619
-823
| -34% | -$350K | 0.07% | 213 |
|
|
2023
Q4 | $1.08M | Buy |
2,442
+847
| +53% | +$373K | 0.12% | 151 |
|
|
2023
Q3 | $583K | Buy |
1,595
+120
| +8% | +$43.8K | 0.08% | 196 |
|
|
2023
Q2 | $591K | Sell |
1,475
-267
| -15% | -$107K | 0.08% | 193 |
|
|
2023
Q1 | $601K | Buy |
1,742
+353
| +25% | +$122K | 0.09% | 181 |
|
|
2022
Q4 | $465K | Buy |
1,389
+121
| +10% | +$40.5K | 0.07% | 200 |
|
|
2022
Q3 | $387K | Sell |
1,268
-9
| -0.7% | -$2.75K | 0.07% | 202 |
|
|
2022
Q2 | $430K | Buy |
1,277
+171
| +15% | +$57.6K | 0.08% | 178 |
|
|
2022
Q1 | $454K | Buy |
+1,106
| New | +$454K | 0.08% | 182 |
|