Prospera Financial Services’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 | $4.66M | Buy |
8,846
+508
| +6% | +$268K | 0.09% | 237 |
|
|
2025
Q1 | $4.24M | Buy |
8,338
+1,391
| +20% | +$707K | 0.1% | 227 |
|
|
2024
Q4 | $3.46M | Buy |
6,947
+89
| +1% | +$44.3K | 0.08% | 260 |
|
|
2024
Q3 | $3.54M | Sell |
6,858
-160
| -2% | -$82.7K | 0.09% | 245 |
|
|
2024
Q2 | $3.13M | Sell |
7,018
-361
| -5% | -$161K | 0.09% | 250 |
|
|
2024
Q1 | $3.14M | Buy |
7,379
+5,273
| +250% | +$2.24M | 0.09% | 243 |
|
|
2023
Q4 | $928K | Sell |
2,106
-48
| -2% | -$21.1K | 0.03% | 491 |
|
|
2023
Q3 | $787K | Sell |
2,154
-68
| -3% | -$24.9K | 0.03% | 482 |
|
|
2023
Q2 | $891K | Buy |
2,222
+30
| +1% | +$12K | 0.03% | 451 |
|
|
2023
Q1 | $756K | Sell |
2,192
-16
| -0.7% | -$5.52K | 0.03% | 498 |
|
|
2022
Q4 | $740K | Sell |
2,208
-63
| -3% | -$21.1K | 0.04% | 435 |
|
|
2022
Q3 | $693K | Buy |
2,271
+711
| +46% | +$217K | 0.04% | 453 |
|
|
2022
Q2 | $526K | Sell |
1,560
-639
| -29% | -$215K | 0.03% | 500 |
|
|
2022
Q1 | $902K | Buy |
2,199
+167
| +8% | +$68.5K | 0.04% | 452 |
|
|
2021
Q4 | $960K | Sell |
2,032
-183
| -8% | -$86.5K | 0.04% | 425 |
|
|
2021
Q3 | $942K | Sell |
2,215
-1,435
| -39% | -$610K | 0.05% | 392 |
|
|
2021
Q2 | $1.5M | Buy |
3,650
+272
| +8% | +$112K | 0.08% | 300 |
|
|
2021
Q1 | $1.19M | Buy |
3,378
+1,349
| +66% | +$476K | 0.07% | 308 |
|
|
2020
Q4 | $668K | Buy |
2,029
+1,589
| +361% | +$523K | 0.05% | 365 |
|
|
2020
Q3 | $159K | Sell |
440
-1,553
| -78% | -$561K | 0.06% | 289 |
|
|
2020
Q2 | $657K | Sell |
1,993
-60
| -3% | -$19.8K | 0.06% | 305 |
|
|
2020
Q1 | $503K | Buy |
2,053
+353
| +21% | +$86.5K | 0.05% | 300 |
|
|
2019
Q4 | $464K | Buy |
1,700
+769
| +83% | +$210K | 0.04% | 392 |
|
|
2019
Q3 | $228K | Buy |
+931
| New | +$228K | 0.02% | 490 |
|