Phoenix Financial’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 | $1.35M | Buy |
+2,588
| New | +$1.35M | 0.02% | 207 |
|
|
2022
Q4 | – | Sell |
-1,521
| Closed | -$477K | – | 328 |
|
|
2022
Q3 | $477K | Sell |
1,521
-536
| -26% | -$168K | 0.01% | 239 |
|
|
2022
Q2 | $682K | Sell |
2,057
-1,316
| -39% | -$436K | 0.01% | 250 |
|
|
2022
Q1 | $1.42M | Sell |
3,373
-1,550
| -31% | -$651K | 0.02% | 222 |
|
|
2021
Q4 | $2.33M | Buy |
4,923
+365
| +8% | +$173K | 0.04% | 182 |
|
|
2021
Q3 | $1.94M | Buy |
+4,558
| New | +$1.94M | 0.03% | 207 |
|
|
2021
Q2 | – | Sell |
-5,591
| Closed | -$1.97M | – | 396 |
|
|
2021
Q1 | $1.97M | Sell |
5,591
-11,545
| -67% | -$4.07M | 0.04% | 231 |
|
|
2020
Q4 | $5.55M | Buy |
17,136
+8,629
| +101% | +$2.79M | 0.15% | 133 |
|
|
2020
Q3 | $2.86M | Sell |
8,507
-520
| -6% | -$175K | 0.12% | 126 |
|
|
2020
Q2 | $2.74M | Buy |
9,027
+952
| +12% | +$289K | 0.12% | 130 |
|
|
2020
Q1 | $1.92M | Buy |
+8,075
| New | +$1.92M | 0.1% | 155 |
|