PFG Investments’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 | $2.37M | Buy |
4,491
+580
| +15% | +$306K | 0.14% | 141 |
|
2025
Q1 | $1.99M | Sell |
3,911
-119
| -3% | -$60.5K | 0.13% | 157 |
|
2024
Q4 | $2.01M | Sell |
4,030
-20
| -0.5% | -$9.96K | 0.12% | 155 |
|
2024
Q3 | $2.09M | Buy |
4,050
+1,270
| +46% | +$656K | 0.14% | 148 |
|
2024
Q2 | $1.24M | Buy |
2,780
+1,460
| +111% | +$651K | 0.09% | 215 |
|
2024
Q1 | $562K | Buy |
1,320
+255
| +24% | +$108K | 0.03% | 486 |
|
2023
Q4 | $469K | Sell |
1,065
-49
| -4% | -$21.6K | 0.09% | 261 |
|
2023
Q3 | $407K | Sell |
1,114
-4
| -0.4% | -$1.46K | 0.08% | 280 |
|
2023
Q2 | $448K | Buy |
1,118
+56
| +5% | +$22.5K | 0.08% | 269 |
|
2023
Q1 | $366K | Buy |
+1,062
| New | +$366K | 0.07% | 302 |
|