Northstar Advisory 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 | $494K | Buy |
937
+19
| +2% | +$10K | 0.24% | 70 |
|
|
2025
Q1 | $466K | Buy |
+918
| New | +$466K | 0.3% | 65 |
|
|
2023
Q3 | – | Sell |
-783
| Closed | -$314K | – | 104 |
|
|
2023
Q2 | $314K | Buy |
+783
| New | +$314K | 0.21% | 68 |
|
|
2022
Q2 | – | Sell |
-4,239
| Closed | -$1.74M | – | 100 |
|
|
2022
Q1 | $1.74M | Sell |
4,239
-5,184
| -55% | -$2.13M | 1.12% | 22 |
|
|
2021
Q4 | $4.45M | Buy |
+9,423
| New | +$4.45M | 2.63% | 9 |
|
|
2021
Q3 | – | Sell |
-823
| Closed | -$338K | – | 117 |
|
|
2021
Q2 | $338K | Buy |
823
+125
| +18% | +$51.3K | 0.21% | 87 |
|
|
2021
Q1 | $246K | Buy |
698
+34
| +5% | +$12K | 0.19% | 95 |
|
|
2020
Q4 | $218K | Buy |
+664
| New | +$218K | 0.18% | 100 |
|