Laurel Wealth Advisors (North Carolina)’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 | $26K | Buy |
13,710
+13,646
| +21,322% | +$25.9K | ﹤0.01% | 600 |
|
|
2025
Q1 | $32.5K | Buy |
64
+1
| +2% | +$508 | 0.01% | 357 |
|
|
2024
Q4 | $31.4K | Hold |
63
| – | – | ﹤0.01% | 362 |
|
|
2024
Q3 | $32.5K | Buy |
63
+25
| +66% | +$12.9K | 0.01% | 353 |
|
|
2024
Q2 | $16.9K | Hold |
38
| – | – | ﹤0.01% | 384 |
|
|
2024
Q1 | $16.2K | Buy |
+38
| New | +$16.2K | ﹤0.01% | 397 |
|