Golden State Equity Partners’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 | $1.06M | Sell |
2,018
-117
| -5% | -$61.7K | 0.2% | 128 |
|
|
2025
Q1 | $1.08M | Sell |
2,135
-180
| -8% | -$91.5K | 0.21% | 128 |
|
|
2024
Q4 | $1.15M | Buy |
2,315
+1,110
| +92% | +$553K | 0.22% | 115 |
|
|
2024
Q3 | $622K | Sell |
1,205
-1,479
| -55% | -$764K | 0.33% | 53 |
|
|
2024
Q2 | $1.2M | Buy |
+2,684
| New | +$1.2M | 0.25% | 99 |
|
|
2023
Q4 | $663K | Buy |
1,504
+261
| +21% | +$115K | 0.16% | 148 |
|
|
2023
Q3 | $454K | Buy |
1,243
+218
| +21% | +$79.7K | 0.13% | 177 |
|
|
2023
Q2 | $411K | Buy |
+1,025
| New | +$411K | 0.12% | 212 |
|
|
2021
Q4 | – | Sell |
-2,018
| Closed | -$857K | – | 242 |
|
|
2021
Q3 | $857K | Sell |
2,018
-125
| -6% | -$53.1K | 0.35% | 66 |
|
|
2021
Q2 | $880K | Buy |
+2,143
| New | +$880K | 0.34% | 76 |
|