IFP Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.05M | Sell |
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|
2025
Q2 | $1.44M | Sell |
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|
2025
Q1 | $2.69M | Sell |
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|
2024
Q4 | $2.68M | Buy |
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|
2024
Q3 | $2.66M | Buy |
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|
2024
Q2 | $2.15M | Sell |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $2.15M | Buy |
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|
2023
Q3 | $1.64M | Sell |
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|
2023
Q2 | $1.81M | Sell |
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|
2023
Q1 | $800K | Sell |
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|
2022
Q4 | $1.24M | Sell |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $1.13M | Hold |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.17M | Sell |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $2.93M | Buy |
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|
2020
Q3 | $3.11M | Buy |
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|
2020
Q2 | $2.63M | Buy |
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|
2020
Q1 | $284K | Buy |
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|
2019
Q4 | $207K | Buy |
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|
2019
Q3 | $137K | Buy |
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|
2019
Q1 | $73K | Sell |
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|
2018
Q4 | $457K | Sell |
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|
2018
Q3 | $551K | Buy |
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|
2018
Q2 | $546K | Buy |
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|
2018
Q1 | $401K | Hold |
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|
2017
Q4 | $401K | Buy |
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|
2017
Q3 | $353K | Buy |
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|
2017
Q2 | $328K | Buy |
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|
2017
Q1 | $285K | Buy |
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|
2016
Q4 | $234K | Sell |
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|
2016
Q3 | $279K | Buy |
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|
2016
Q2 | $232K | Buy |
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|
2016
Q1 | $73K | Buy |
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