Matthew Goff Investment Advisor’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $425K | Buy |
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|
2025
Q2 | $451K | Hold |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $423K | Buy |
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|
2024
Q3 | $432K | Hold |
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|
2024
Q2 | $373K | Hold |
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|
2024
Q1 | $356K | Sell |
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|
2023
Q4 | $382K | Hold |
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|
2023
Q3 | $317K | Hold |
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|
2023
Q2 | $348K | Hold |
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|
2023
Q1 | $299K | Hold |
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|
2022
Q4 | $291K | Hold |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $282K | Hold |
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|
2022
Q1 | $343K | Hold |
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|
2021
Q4 | $395K | Hold |
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|
2021
Q3 | $355K | Hold |
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|
2021
Q2 | $343K | Hold |
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|
2021
Q1 | $295K | Hold |
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|
2020
Q4 | $275K | Hold |
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|
2020
Q3 | $301K | Hold |
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|
2020
Q2 | $275K | Hold |
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|
2020
Q1 | $205K | Hold |
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|
2019
Q4 | $228K | Hold |
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|
2019
Q3 | $205K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $11.9M | Buy |
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