Retirement Planning Group (Kansas)’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
$3.03M Buy
5,746
+4
+0.1% +$2.11K 0.13% 61
2025
Q1
$2.92M Sell
5,742
-20
-0.3% -$10.2K 0.14% 63
2024
Q4
$2.87M Buy
5,762
+22
+0.4% +$11K 0.14% 63
2024
Q3
$2.97M Buy
+5,740
New +$2.97M 0.16% 67