Plotkin Financial Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q4 | $490K | Hold |
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|
2024
Q3 | $508K | Buy |
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|
2024
Q2 | $401K | Hold |
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|
2024
Q1 | $383K | Hold |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $329K | Hold |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $310K | Hold |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $275K | Hold |
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|
2022
Q2 | $303K | Hold |
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|
2022
Q1 | $369K | Hold |
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|
2021
Q4 | $425K | Hold |
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|
2021
Q3 | $382K | Hold |
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|
2021
Q2 | $369K | Hold |
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|
2021
Q1 | $318K | Hold |
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|
2020
Q4 | $296K | Hold |
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|
2020
Q3 | $325K | Hold |
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|
2020
Q2 | $297K | Hold |
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|
2020
Q1 | $221K | Hold |
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|
2019
Q4 | $246K | Buy |
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