GFG
Goldstone Financial Group’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
1,085
+310
| +40% | +$164K | 0.08% | 148 |
|
|
2025
Q1 | $394K | Buy |
775
+214
| +38% | +$109K | 0.06% | 149 |
|
|
2024
Q4 | $279K | Buy |
561
+51
| +10% | +$25.4K | 0.04% | 171 |
|
|
2024
Q3 | $264K | Buy |
+510
| New | +$264K | 0.05% | 161 |
|
|
2023
Q3 | – | Sell |
-567
| Closed | -$227K | – | 167 |
|
|
2023
Q2 | $227K | Buy |
+567
| New | +$227K | 0.07% | 154 |
|