Resonant Capital 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 | $3.28M | Buy |
6,217
+572
| +10% | +$302K | 0.21% | 87 |
|
|
2025
Q1 | $2.87M | Buy |
5,645
+74
| +1% | +$37.6K | 0.2% | 88 |
|
|
2024
Q4 | $2.77M | Buy |
5,571
+25
| +0.5% | +$12.5K | 0.2% | 91 |
|
|
2024
Q3 | $2.87M | Buy |
5,546
+263
| +5% | +$136K | 0.21% | 88 |
|
|
2024
Q2 | $2.36M | Buy |
5,283
+380
| +8% | +$169K | 0.19% | 93 |
|
|
2024
Q1 | $2.09M | Buy |
4,903
+127
| +3% | +$54K | 0.18% | 102 |
|
|
2023
Q4 | $2.1M | Buy |
4,776
+1,538
| +47% | +$678K | 0.2% | 96 |
|
|
2023
Q3 | $1.18M | Buy |
3,238
+381
| +13% | +$139K | 0.13% | 117 |
|
|
2023
Q2 | $1.15M | Buy |
2,857
+80
| +3% | +$32.1K | 0.12% | 118 |
|
|
2023
Q1 | $957K | Buy |
2,777
+152
| +6% | +$52.4K | 0.11% | 121 |
|
|
2022
Q4 | $879K | Buy |
2,625
+378
| +17% | +$127K | 0.11% | 124 |
|
|
2022
Q3 | $686K | Buy |
2,247
+60
| +3% | +$18.3K | 0.1% | 123 |
|
|
2022
Q2 | $737K | Sell |
2,187
-60
| -3% | -$20.2K | 0.12% | 118 |
|
|
2022
Q1 | $917K | Buy |
+2,247
| New | +$917K | 0.14% | 101 |
|