Goodman Advisory Group’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 | $3.3M | Buy |
6,253
+3,472
| +125% | +$1.83M | 1.12% | 26 |
|
|
2025
Q1 | $1.41M | Buy |
+2,781
| New | +$1.41M | 0.43% | 50 |
|
|
2024
Q4 | – | Sell |
-473
| Closed | -$244K | – | 159 |
|
|
2024
Q3 | $244K | Sell |
473
-103
| -18% | -$53.2K | 0.07% | 77 |
|
|
2024
Q2 | $257K | Sell |
576
-80
| -12% | -$35.7K | 0.08% | 77 |
|
|
2024
Q1 | $279K | Hold |
656
| – | – | 0.09% | 66 |
|
|
2023
Q4 | $289K | Hold |
656
| – | – | 0.1% | 60 |
|
|
2023
Q3 | $240K | Sell |
656
-127
| -16% | -$46.4K | 0.09% | 65 |
|
|
2023
Q2 | $314K | Sell |
783
-309
| -28% | -$124K | 0.12% | 52 |
|
|
2023
Q1 | $376K | Sell |
1,092
-66
| -6% | -$22.8K | 0.21% | 38 |
|
|
2022
Q4 | $388K | Sell |
1,158
-23
| -2% | -$7.71K | 0.23% | 36 |
|
|
2022
Q3 | $361K | Sell |
1,181
-390
| -25% | -$119K | 0.2% | 38 |
|
|
2022
Q2 | $530K | Sell |
1,571
-121
| -7% | -$40.8K | 0.24% | 32 |
|
|
2022
Q1 | $694K | Buy |
+1,692
| New | +$694K | 0.24% | 48 |
|