Level Four Advisory Services’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 | $561K | Sell |
1,064
-202
| -16% | -$107K | 0.02% | 491 |
|
|
2025
Q1 | $643K | Sell |
1,266
-129
| -9% | -$65.5K | 0.03% | 451 |
|
|
2024
Q4 | $695K | Sell |
1,395
-21
| -1% | -$10.5K | 0.03% | 428 |
|
|
2024
Q3 | $680K | Buy |
1,416
+30
| +2% | +$14.4K | 0.03% | 440 |
|
|
2024
Q2 | $618K | Buy |
1,386
+187
| +16% | +$83.4K | 0.03% | 436 |
|
|
2024
Q1 | $528K | Hold |
1,199
| – | – | 0.03% | 454 |
|
|
2023
Q4 | $528K | Buy |
1,199
+18
| +2% | +$7.93K | 0.03% | 452 |
|
|
2023
Q3 | $432K | Sell |
1,181
-13
| -1% | -$4.75K | 0.03% | 483 |
|
|
2023
Q2 | $479K | Sell |
1,194
-131
| -10% | -$52.5K | 0.03% | 481 |
|
|
2023
Q1 | $457K | Buy |
1,325
+154
| +13% | +$53.1K | 0.03% | 447 |
|
|
2022
Q4 | $392K | Buy |
+1,171
| New | +$392K | 0.03% | 453 |
|