Independent Advisor Alliance’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 | $6.24M | Buy |
11,834
+605
| +5% | +$319K | 0.18% | 94 |
|
|
2025
Q1 | $5.71M | Sell |
11,229
-69
| -0.6% | -$35.1K | 0.19% | 94 |
|
|
2024
Q4 | $5.63M | Buy |
11,298
+1,369
| +14% | +$682K | 0.07% | 246 |
|
|
2024
Q3 | $5.13M | Sell |
9,929
-518
| -5% | -$268K | 0.19% | 96 |
|
|
2024
Q2 | $4.66M | Sell |
10,447
-325
| -3% | -$145K | 0.16% | 112 |
|
|
2024
Q1 | $4.58M | Sell |
10,772
-1,563
| -13% | -$665K | 0.17% | 108 |
|
|
2023
Q4 | $5.43M | Buy |
12,335
+230
| +2% | +$101K | 0.2% | 89 |
|
|
2023
Q3 | $4.42M | Buy |
12,105
+111
| +0.9% | +$40.6K | 0.2% | 92 |
|
|
2023
Q2 | $4.81M | Buy |
11,994
+745
| +7% | +$299K | 0.21% | 89 |
|
|
2023
Q1 | $3.88M | Sell |
11,249
-193
| -2% | -$66.5K | 0.19% | 104 |
|
|
2022
Q4 | $3.83K | Sell |
11,442
-1,709
| -13% | -$572 | ﹤0.01% | 203 |
|
|
2022
Q3 | $4.02M | Buy |
13,151
+700
| +6% | +$214K | 0.23% | 91 |
|
|
2022
Q2 | $4.2M | Sell |
12,451
-16
| -0.1% | -$5.39K | 0.23% | 94 |
|
|
2022
Q1 | $5.11M | Buy |
12,467
+6,182
| +98% | +$2.54M | 0.25% | 87 |
|
|
2021
Q4 | $2.97M | Buy |
6,285
+1,279
| +26% | +$604K | 0.15% | 119 |
|
|
2021
Q3 | $2.13M | Buy |
5,006
+63
| +1% | +$26.8K | 0.12% | 155 |
|
|
2021
Q2 | $2.03M | Buy |
4,943
+471
| +11% | +$193K | 0.11% | 170 |
|
|
2021
Q1 | $1.58M | Buy |
4,472
+402
| +10% | +$142K | 0.09% | 180 |
|
|
2020
Q4 | $1.34M | Sell |
4,070
-12,985
| -76% | -$4.27M | 0.09% | 169 |
|
|
2020
Q3 | $6.15M | Buy |
17,055
+15,330
| +889% | +$5.53M | 0.47% | 57 |
|
|
2020
Q2 | $568K | Buy |
1,725
+3
| +0.2% | +$988 | 0.06% | 247 |
|
|
2020
Q1 | $422K | Sell |
1,722
-799
| -32% | -$196K | 0.06% | 231 |
|
|
2019
Q4 | $688K | Sell |
2,521
-80
| -3% | -$21.8K | 0.03% | 460 |
|
|
2019
Q3 | $637K | Sell |
2,601
-141
| -5% | -$34.5K | 0.08% | 216 |
|
|
2019
Q2 | $625K | Buy |
2,742
+14
| +0.5% | +$3.19K | 0.09% | 192 |
|
|
2019
Q1 | $574K | Sell |
2,728
-4
| -0.1% | -$842 | 0.08% | 209 |
|
|
2018
Q4 | $464K | Buy |
2,732
+1,676
| +159% | +$285K | 0.08% | 206 |
|
|
2018
Q3 | $211K | Buy |
+1,056
| New | +$211K | 0.04% | 325 |
|