Kestra Private Wealth 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 | $11.7M | Buy |
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|
2025
Q2 | $12.2M | Buy |
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|
2025
Q1 | $11.3M | Sell |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $6.27M | Buy |
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|
2024
Q1 | $5.7M | Buy |
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|
2023
Q4 | $5.3M | Buy |
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|
2023
Q3 | $3.83M | Buy |
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|
2023
Q2 | $3.86M | Buy |
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|
2023
Q1 | $3.26M | Buy |
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|
2022
Q4 | $2.32M | Sell |
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|
2022
Q3 | $2.33M | Buy |
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|
2022
Q2 | $2.2M | Buy |
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|
2022
Q1 | $758K | Sell |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $553K | Buy |
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|
2021
Q2 | $412K | Buy |
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|
2021
Q1 | $280K | Buy |
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|
2020
Q4 | $203K | Buy |
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|
2020
Q3 | $212K | Buy |
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