Kestra Advisory Services’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 | $6.25M | Buy |
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|
2025
Q2 | $6.44M | Sell |
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|
2025
Q1 | $6.27M | Sell |
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|
2024
Q4 | $7.96M | Buy |
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|
2024
Q3 | $7.91M | Sell |
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|
2024
Q2 | $7.01M | Buy |
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|
2024
Q1 | $5.44M | Buy |
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|
2023
Q4 | $4.98M | Buy |
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|
2023
Q3 | $4.11M | Buy |
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|
2023
Q2 | $4.18M | Sell |
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|
2023
Q1 | $3.66M | Sell |
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|
2022
Q4 | $8.46M | Buy |
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|
2022
Q3 | $6.24M | Buy |
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|
2022
Q2 | $5.91M | Buy |
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|
2022
Q1 | $6.35M | Buy |
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|
2021
Q4 | $5.66M | Buy |
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|
2021
Q3 | $4.93M | Buy |
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|
2021
Q2 | $4.74M | Buy |
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|
2021
Q1 | $4M | Buy |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $989K | Buy |
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