JNBA Financial 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 | $59.9K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $5.98K | Hold |
|
|||||
|
2024
Q3 | $6.2K | Hold |
|
|||||
|
2024
Q2 | $5.35K | Hold |
|
|||||
|
2024
Q1 | $5.11K | Hold |
|
|||||
|
2023
Q4 | $5.29K | Hold |
|
|||||
|
2023
Q3 | $4.38K | Hold |
|
|||||
|
2023
Q2 | $4.81K | Hold |
|
|||||
|
2023
Q1 | $4.14K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $36K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $98K | Buy |
|