HAG
HighPoint Advisor Group’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Buy |
5,389
+221
| +4% | +$117K | 0.15% | 116 |
|
|
2025
Q1 | $2.54M | Buy |
5,168
+116
| +2% | +$57K | 0.15% | 120 |
|
|
2024
Q4 | $2.69M | Buy |
5,052
+300
| +6% | +$160K | 0.15% | 120 |
|
|
2024
Q3 | $2.45M | Sell |
4,752
-620
| -12% | -$320K | 0.14% | 118 |
|
|
2024
Q2 | $2.62M | Buy |
5,372
+1,783
| +50% | +$871K | 0.16% | 109 |
|
|
2024
Q1 | $1.54M | Buy |
3,589
+117
| +3% | +$50.1K | 0.11% | 152 |
|
|
2023
Q4 | $1.45M | Buy |
+3,472
| New | +$1.45M | 0.1% | 156 |
|
|
2022
Q2 | $659K | Buy |
+1,889
| New | +$659K | 0.07% | 221 |
|
|
2021
Q3 | $521K | Sell |
1,225
-116
| -9% | -$49.3K | 0.05% | 298 |
|
|
2021
Q2 | $550K | Buy |
1,341
+429
| +47% | +$176K | 0.06% | 282 |
|
|
2021
Q1 | $337K | Buy |
912
+13
| +1% | +$4.8K | 0.04% | 351 |
|
|
2020
Q4 | $299K | Sell |
899
-114
| -11% | -$37.9K | 0.04% | 350 |
|
|
2020
Q3 | $361K | Buy |
1,013
+13
| +1% | +$4.63K | 0.07% | 237 |
|
|
2020
Q2 | $335K | Buy |
1,000
+169
| +20% | +$56.6K | 0.07% | 220 |
|
|
2020
Q1 | $235K | Buy |
831
+58
| +8% | +$16.4K | 0.06% | 265 |
|
|
2019
Q4 | $228K | Buy |
773
+78
| +11% | +$23K | 0.05% | 310 |
|
|
2019
Q3 | $177K | Buy |
695
+80
| +13% | +$20.4K | 0.04% | 338 |
|
|
2019
Q2 | $148K | Buy |
+615
| New | +$148K | 0.03% | 362 |
|
|
2016
Q4 | – | Sell |
-1,921
| Closed | -$238K | – | 298 |
|
|
2016
Q3 | $238K | Buy |
+1,921
| New | +$238K | 0.08% | 236 |
|