Key Financial Inc’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 | $257K | Hold |
487
| – | – | 0.05% | 243 |
|
|
2025
Q1 | $247K | Hold |
487
| – | – | 0.05% | 230 |
|
|
2024
Q4 | $243K | Sell |
487
-90
| -16% | -$44.8K | 0.06% | 228 |
|
|
2024
Q3 | $298K | Buy |
577
+6
| +1% | +$3.1K | 0.07% | 206 |
|
|
2024
Q2 | $255K | Buy |
571
+180
| +46% | +$80.3K | 0.06% | 211 |
|
|
2024
Q1 | $166K | Sell |
391
-115
| -23% | -$48.9K | 0.04% | 249 |
|
|
2023
Q4 | $223K | Hold |
506
| – | – | 0.06% | 208 |
|
|
2023
Q3 | $185K | Hold |
506
| – | – | 0.06% | 214 |
|
|
2023
Q2 | $203K | Buy |
506
+24
| +5% | +$9.62K | 0.07% | 206 |
|
|
2023
Q1 | $166K | Buy |
482
+28
| +6% | +$9.65K | 0.06% | 221 |
|
|
2022
Q4 | $139K | Hold |
454
| – | – | 0.07% | 208 |
|
|
2022
Q3 | $139K | Hold |
454
| – | – | 0.07% | 210 |
|
|
2022
Q2 | $156K | Hold |
454
| – | – | 0.08% | 181 |
|
|
2022
Q1 | $186K | Buy |
454
+158
| +53% | +$64.7K | 0.09% | 172 |
|
|
2021
Q4 | $140K | Hold |
296
| – | – | 0.07% | 186 |
|
|
2021
Q3 | $126K | Hold |
296
| – | – | 0.07% | 194 |
|
|
2021
Q2 | $127K | Buy |
296
+57
| +24% | +$24.5K | 0.07% | 195 |
|
|
2021
Q1 | $84K | Hold |
239
| – | – | 0.06% | 211 |
|
|
2020
Q4 | $79K | Buy |
+239
| New | +$79K | 0.06% | 205 |
|
|
2020
Q2 | – | Sell |
-34
| Closed | -$8K | – | 543 |
|
|
2020
Q1 | $8K | Buy |
+34
| New | +$8K | 0.01% | 440 |
|