Marshall Financial Group (Maryland)’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 | $1.34M | Sell |
2,522
-9
| -0.4% | -$4.77K | 0.26% | 81 |
|
|
2025
Q1 | $1.29M | Sell |
2,531
-42
| -2% | -$21.3K | 0.28% | 78 |
|
|
2024
Q4 | $1.28M | Buy |
2,573
+10
| +0.4% | +$4.98K | 0.31% | 78 |
|
|
2024
Q3 | $1.32M | Sell |
2,563
-8
| -0.3% | -$4.13K | 0.32% | 74 |
|
|
2024
Q2 | $1.15M | Sell |
2,571
-40
| -2% | -$17.8K | 0.32% | 79 |
|
|
2024
Q1 | $1.11M | Sell |
2,611
-15
| -0.6% | -$6.38K | 0.32% | 81 |
|
|
2023
Q4 | $1.16M | Sell |
2,626
-11
| -0.4% | -$4.85K | 0.37% | 66 |
|
|
2023
Q3 | $964K | Buy |
2,637
+26
| +1% | +$9.5K | 0.35% | 69 |
|
|
2023
Q2 | $1.05M | Sell |
2,611
-170
| -6% | -$68.2K | 0.36% | 66 |
|
|
2023
Q1 | $959K | Sell |
2,781
-92
| -3% | -$31.7K | 0.34% | 73 |
|
|
2022
Q4 | $962K | Sell |
2,873
-364
| -11% | -$122K | 0.37% | 96 |
|
|
2022
Q3 | $988K | Sell |
3,237
-61
| -2% | -$18.6K | 0.42% | 68 |
|
|
2022
Q2 | $1.11M | Sell |
3,298
-2,574
| -44% | -$868K | 0.44% | 63 |
|
|
2022
Q1 | $2.41M | Buy |
5,872
+191
| +3% | +$78.4K | 0.99% | 12 |
|
|
2021
Q4 | $2.68M | Buy |
5,681
+98
| +2% | +$46.2K | 0.99% | 13 |
|
|
2021
Q3 | $2.37M | Buy |
5,583
+177
| +3% | +$75.2K | 1.23% | 8 |
|
|
2021
Q2 | $2.22M | Sell |
5,406
-407
| -7% | -$167K | 1.2% | 9 |
|
|
2021
Q1 | $2.05M | Buy |
5,813
+141
| +2% | +$49.7K | 1.23% | 11 |
|
|
2020
Q4 | $1.87M | Buy |
+5,672
| New | +$1.87M | 1.22% | 10 |
|