PFG 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 | $6.06M | Buy |
11,489
+1,646
| +17% | +$868K | 0.28% | 72 |
|
|
2025
Q1 | $5M | Buy |
9,843
+2,100
| +27% | +$1.07M | 0.28% | 89 |
|
|
2024
Q4 | $3.86M | Sell |
7,743
-186
| -2% | -$92.6K | 0.24% | 97 |
|
|
2024
Q3 | $4.1M | Sell |
7,929
-1,402
| -15% | -$724K | 0.26% | 92 |
|
|
2024
Q2 | $4.16M | Sell |
9,331
-17
| -0.2% | -$7.58K | 0.28% | 83 |
|
|
2024
Q1 | $3.98M | Sell |
9,348
-1,471
| -14% | -$626K | 0.29% | 81 |
|
|
2023
Q4 | $4.77M | Sell |
10,819
-25
| -0.2% | -$11K | 0.38% | 64 |
|
|
2023
Q3 | $3.96M | Sell |
10,844
-112
| -1% | -$40.9K | 0.36% | 71 |
|
|
2023
Q2 | $4.39M | Sell |
10,956
-17
| -0.2% | -$6.82K | 0.33% | 77 |
|
|
2023
Q1 | $3.78M | Sell |
10,973
-180
| -2% | -$62.1K | 0.32% | 85 |
|
|
2022
Q4 | $3.74M | Buy |
11,153
+587
| +6% | +$197K | 0.37% | 62 |
|
|
2022
Q3 | $3.23M | Buy |
10,566
+79
| +0.8% | +$24.1K | 0.37% | 61 |
|
|
2022
Q2 | $3.54M | Sell |
10,487
-56
| -0.5% | -$18.9K | 0.4% | 42 |
|
|
2022
Q1 | $4.33M | Buy |
10,543
+9,523
| +934% | +$3.91M | 0.43% | 40 |
|
|
2021
Q4 | $481K | Buy |
1,020
+419
| +70% | +$198K | 0.05% | 359 |
|
|
2021
Q3 | $255K | Buy |
601
+3
| +0.5% | +$1.27K | 0.03% | 444 |
|
|
2021
Q2 | $246K | Buy |
598
+7
| +1% | +$2.88K | 0.03% | 437 |
|
|
2021
Q1 | $208K | Buy |
+591
| New | +$208K | 0.03% | 432 |
|