Larson Financial Group’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 | $609K | Buy |
1,155
+485
| +72% | +$256K | 0.02% | 382 |
|
|
2025
Q1 | $341K | Buy |
670
+442
| +194% | +$225K | 0.02% | 485 |
|
|
2024
Q4 | $114K | Buy |
228
+11
| +5% | +$5.48K | 0.01% | 700 |
|
|
2024
Q3 | $112K | Buy |
217
+179
| +471% | +$92.5K | 0.01% | 694 |
|
|
2024
Q2 | $17K | Sell |
38
-7
| -16% | -$3.13K | ﹤0.01% | 1104 |
|
|
2024
Q1 | $18.9K | Sell |
45
-19
| -30% | -$8K | ﹤0.01% | 897 |
|
|
2023
Q4 | $28.4K | Buy |
64
+8
| +14% | +$3.55K | ﹤0.01% | 766 |
|
|
2023
Q3 | $20.6K | Buy |
56
+10
| +22% | +$3.68K | ﹤0.01% | 807 |
|
|
2023
Q2 | $18.6K | Hold |
46
| – | – | ﹤0.01% | 758 |
|
|
2023
Q1 | $16K | Hold |
46
| – | – | ﹤0.01% | 803 |
|
|
2022
Q4 | $15.5K | Buy |
46
+7
| +18% | +$2.36K | ﹤0.01% | 754 |
|
|
2022
Q3 | $12K | Buy |
39
+26
| +200% | +$8K | ﹤0.01% | 751 |
|
|
2022
Q2 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 919 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | -$2K | – | 1146 |
|
|
2021
Q4 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 969 |
|