NewEdge Advisors’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 | $9.63M | Sell |
18,267
-1,349
| -7% | -$711K | 0.05% | 378 |
|
|
2025
Q1 | $9.97M | Buy |
19,616
+1,670
| +9% | +$849K | 0.06% | 323 |
|
|
2024
Q4 | $8.94M | Sell |
17,946
-784
| -4% | -$390K | 0.05% | 337 |
|
|
2024
Q3 | $9.68M | Buy |
18,730
+3,095
| +20% | +$1.6M | 0.06% | 303 |
|
|
2024
Q2 | $6.97M | Buy |
15,635
+5,429
| +53% | +$2.42M | 0.05% | 351 |
|
|
2024
Q1 | $4.34M | Buy |
10,206
+87
| +0.9% | +$37K | 0.04% | 430 |
|
|
2023
Q4 | $4.47M | Sell |
10,119
-536
| -5% | -$237K | 0.04% | 390 |
|
|
2023
Q3 | $3.89M | Sell |
10,655
-1,206
| -10% | -$441K | 0.04% | 385 |
|
|
2023
Q2 | $4.75M | Sell |
11,861
-1,440
| -11% | -$577K | 0.05% | 331 |
|
|
2023
Q1 | $4.59M | Buy |
13,301
+5,615
| +73% | +$1.94M | 0.06% | 326 |
|
|
2022
Q4 | $1.29M | Buy |
7,686
+3,168
| +70% | +$530K | 0.03% | 445 |
|
|
2022
Q3 | $1.38M | Sell |
4,518
-3,426
| -43% | -$1.05M | 0.02% | 536 |
|
|
2022
Q2 | $2.68M | Sell |
7,944
-2,651
| -25% | -$894K | 0.04% | 364 |
|
|
2022
Q1 | $4.35M | Buy |
10,595
+7,210
| +213% | +$2.96M | 0.07% | 260 |
|
|
2021
Q4 | $1.6M | Buy |
3,385
+2,639
| +354% | +$1.25M | 0.02% | 529 |
|
|
2021
Q3 | $317K | Buy |
746
+68
| +10% | +$28.9K | 0.01% | 881 |
|
|
2021
Q2 | $278K | Buy |
678
+102
| +18% | +$41.8K | 0.01% | 938 |
|
|
2021
Q1 | $203K | Sell |
576
-400
| -41% | -$141K | 0.01% | 943 |
|
|
2020
Q4 | $321K | Sell |
976
-2,161
| -69% | -$711K | 0.01% | 741 |
|
|
2020
Q3 | $1.13M | Buy |
3,137
+395
| +14% | +$142K | 0.04% | 354 |
|
|
2020
Q2 | $903K | Buy |
2,742
+294
| +12% | +$96.8K | 0.04% | 390 |
|
|
2020
Q1 | $600K | Sell |
2,448
-247
| -9% | -$60.5K | 0.03% | 417 |
|
|
2019
Q4 | $736K | Buy |
2,695
+118
| +5% | +$32.2K | 0.03% | 422 |
|
|
2019
Q3 | $634K | Buy |
2,577
+1,496
| +138% | +$368K | 0.03% | 429 |
|
|
2019
Q2 | $246K | Buy |
+1,081
| New | +$246K | 0.02% | 569 |
|
|
2017
Q3 | – | Sell |
-87
| Closed | -$12.9K | – | 1013 |
|
|
2017
Q2 | $12.9K | Buy |
+87
| New | +$12.9K | ﹤0.01% | 863 |
|
|
2017
Q1 | – | Sell |
-4,213
| Closed | -$472K | – | 293 |
|
|
2016
Q4 | $472K | Buy |
+4,213
| New | +$472K | 0.13% | 154 |
|