New Century 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 | – | Sell |
-787
| Closed | -$400K | – | 150 |
|
|
2025
Q1 | $400K | Sell |
787
-3
| -0.4% | -$1.52K | 0.46% | 70 |
|
|
2024
Q4 | $395K | Sell |
790
-170
| -18% | -$84.9K | 0.17% | 164 |
|
|
2024
Q3 | $495K | Buy |
960
+172
| +22% | +$88.8K | 0.18% | 154 |
|
|
2024
Q2 | $351K | Buy |
788
+165
| +26% | +$73.6K | 0.15% | 178 |
|
|
2024
Q1 | $265K | Sell |
623
-79
| -11% | -$33.6K | 0.18% | 140 |
|
|
2023
Q4 | $309K | Buy |
+702
| New | +$309K | 0.27% | 109 |
|