Northeast Financial Consultants’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 | $305K | Hold |
579
| – | – | 0.01% | 248 |
|
|
2025
Q1 | $294K | Hold |
579
| – | – | 0.01% | 241 |
|
|
2024
Q4 | $288K | Hold |
579
| – | – | 0.01% | 245 |
|
|
2024
Q3 | $299K | Buy |
579
+15
| +3% | +$7.75K | 0.01% | 236 |
|
|
2024
Q2 | $252K | Hold |
564
| – | – | 0.01% | 247 |
|
|
2024
Q1 | $240K | Buy |
+564
| New | +$240K | 0.01% | 261 |
|
|
2022
Q3 | – | Sell |
-699
| Closed | -$236K | – | 352 |
|
|
2022
Q2 | $236K | Sell |
699
-13
| -2% | -$4.39K | 0.02% | 292 |
|
|
2022
Q1 | $292K | Buy |
712
+238
| +50% | +$97.6K | 0.02% | 308 |
|
|
2021
Q4 | $224K | Buy |
+474
| New | +$224K | 0.01% | 323 |
|