Houlihan Financial Resource 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 | $464K | Hold |
879
| – | – | 0.19% | 75 |
|
|
2025
Q1 | $447K | Hold |
879
| – | – | 0.2% | 71 |
|
|
2024
Q4 | $438K | Hold |
879
| – | – | 0.19% | 76 |
|
|
2024
Q3 | $454K | Hold |
879
| – | – | 0.19% | 78 |
|
|
2024
Q2 | $392K | Hold |
879
| – | – | 0.27% | 47 |
|
|
2024
Q1 | $374K | Hold |
879
| – | – | 0.17% | 80 |
|
|
2023
Q4 | $387K | Hold |
879
| – | – | 0.19% | 73 |
|
|
2023
Q3 | $321K | Sell |
879
-305
| -26% | -$111K | 0.17% | 78 |
|
|
2023
Q2 | $464K | Buy |
1,184
+305
| +35% | +$120K | 0.01% | 114 |
|
|
2023
Q1 | $303K | Buy |
879
+5
| +0.6% | +$1.72K | 0.17% | 77 |
|
|
2022
Q4 | $293K | Hold |
874
| – | – | 0.17% | 79 |
|
|
2022
Q3 | $267K | Buy |
+874
| New | +$267K | 0.16% | 73 |
|
|
2020
Q3 | $349K | Buy |
+1,016
| New | +$349K | 0.2% | 72 |
|
|
2020
Q1 | $249K | Buy |
+1,016
| New | +$249K | 0.22% | 74 |
|