Merit 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 | $13.3M | Buy |
25,196
+1,875
| +8% | +$989K | 0.15% | 108 |
|
|
2025
Q1 | $11.8M | Buy |
23,321
+3,251
| +16% | +$1.65M | 0.18% | 97 |
|
|
2024
Q4 | $10M | Buy |
20,070
+1,982
| +11% | +$987K | 0.18% | 105 |
|
|
2024
Q3 | $9.34M | Sell |
18,088
-383
| -2% | -$198K | 0.21% | 85 |
|
|
2024
Q2 | $8.24M | Buy |
18,471
+889
| +5% | +$397K | 0.18% | 92 |
|
|
2024
Q1 | $7.48M | Buy |
17,582
+4,198
| +31% | +$1.78M | 0.18% | 96 |
|
|
2023
Q4 | $5.9M | Sell |
13,384
-1,115
| -8% | -$491K | 0.18% | 81 |
|
|
2023
Q3 | $5.3M | Buy |
14,499
+524
| +4% | +$191K | 0.17% | 92 |
|
|
2023
Q2 | $5.6M | Buy |
13,975
+699
| +5% | +$280K | 0.18% | 85 |
|
|
2023
Q1 | $4.58M | Buy |
13,276
+1,975
| +17% | +$681K | 0.17% | 93 |
|
|
2022
Q4 | $3.79M | Buy |
11,301
+2,907
| +35% | +$974K | 0.14% | 114 |
|
|
2022
Q3 | $2.56M | Buy |
8,394
+7,384
| +731% | +$2.25M | 0.11% | 127 |
|
|
2022
Q2 | $340K | Buy |
+1,010
| New | +$340K | 0.01% | 415 |
|