Prosperity Financial Group’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 | $694K | Buy |
1,316
+3
| +0.2% | +$1.58K | 0.29% | 86 |
|
|
2025
Q1 | $667K | Buy |
1,313
+24
| +2% | +$12.2K | 0.33% | 76 |
|
|
2024
Q4 | $642K | Buy |
1,289
+241
| +23% | +$120K | 0.32% | 78 |
|
|
2024
Q3 | $541K | Buy |
1,048
+9
| +0.9% | +$4.65K | 0.3% | 82 |
|
|
2024
Q2 | $463K | Buy |
1,039
+70
| +7% | +$31.2K | 0.29% | 80 |
|
|
2024
Q1 | $412K | Buy |
969
+102
| +12% | +$43.4K | 0.25% | 91 |
|
|
2023
Q4 | $382K | Buy |
867
+30
| +4% | +$13.2K | 0.27% | 84 |
|
|
2023
Q3 | $306K | Buy |
837
+54
| +7% | +$19.7K | 0.25% | 79 |
|
|
2023
Q2 | $314K | Buy |
783
+45
| +6% | +$18K | 0.28% | 84 |
|
|
2023
Q1 | $254K | Buy |
738
+15
| +2% | +$5.17K | 0.26% | 78 |
|
|
2022
Q4 | $242K | Buy |
+723
| New | +$242K | 0.26% | 76 |
|