RFG Advisory’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 | $290K | Sell |
550
-22
| -4% | -$11.6K | 0.01% | 791 |
|
|
2025
Q1 | $291K | Sell |
572
-32
| -5% | -$16.3K | 0.01% | 727 |
|
|
2024
Q4 | $301K | Buy |
604
+110
| +22% | +$54.8K | 0.01% | 649 |
|
|
2024
Q3 | $255K | Sell |
494
-356
| -42% | -$184K | 0.01% | 656 |
|
|
2024
Q2 | $379K | Buy |
850
+364
| +75% | +$162K | 0.01% | 545 |
|
|
2024
Q1 | $207K | Buy |
+486
| New | +$207K | 0.01% | 689 |
|