Prime Capital Investment 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
$3.49M Sell
6,613
-2,820
-30% -$1.49M 0.05% 251
2025
Q1
$4.79M Buy
9,433
+2,619
+38% +$1.33M 0.06% 227
2024
Q4
$3.39M Sell
6,814
-303
-4% -$151K 0.05% 238
2024
Q3
$3.68M Sell
7,117
-43
-0.6% -$22.2K 0.05% 243
2024
Q2
$3.19M Sell
7,160
-575
-7% -$256K 0.05% 252
2024
Q1
$3.29M Sell
7,735
-719
-9% -$306K 0.05% 264
2023
Q4
$3.72M Buy
8,454
+7,750
+1,101% +$3.41M 0.06% 235
2023
Q3
$257K Buy
704
+131
+23% +$47.9K 0.01% 626
2023
Q2
$230K Buy
+573
New +$230K ﹤0.01% 674
2022
Q4
Sell
-664
Closed -$203K 540
2022
Q3
$203K Buy
+664
New +$203K 0.01% 380
2019
Q4
Sell
-43
Closed -$11K 639
2019
Q3
$11K Buy
+43
New +$11K ﹤0.01% 504