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 |
|