Rise 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 | $103K | Buy |
195
+7
| +4% | +$3.69K | 0.04% | 152 |
|
|
2025
Q1 | $95.7K | Buy |
188
+8
| +4% | +$4.07K | 0.04% | 149 |
|
|
2024
Q4 | $89.7K | Sell |
180
-4
| -2% | -$1.99K | 0.04% | 150 |
|
|
2024
Q3 | $95K | Buy |
184
+1
| +0.5% | +$516 | 0.05% | 153 |
|
|
2024
Q2 | $81.8K | Hold |
183
| – | – | 0.04% | 171 |
|
|
2024
Q1 | $77.9K | Buy |
183
+178
| +3,560% | +$75.8K | 0.04% | 172 |
|
|
2023
Q4 | $2.24K | Sell |
5
-1
| -17% | -$448 | ﹤0.01% | 455 |
|
|
2023
Q3 | $2.21K | Sell |
6
-32
| -84% | -$11.8K | ﹤0.01% | 454 |
|
|
2023
Q2 | $15.2K | Hold |
38
| – | – | 0.01% | 278 |
|
|
2023
Q1 | $13.1K | Hold |
38
| – | – | 0.01% | 319 |
|
|
2022
Q4 | $12.7K | Sell |
38
-174
| -82% | -$57.9K | 0.01% | 318 |
|
|
2022
Q3 | $65K | Buy |
212
+175
| +473% | +$53.7K | 0.05% | 130 |
|
|
2022
Q2 | $13K | Buy |
+37
| New | +$13K | 0.01% | 303 |
|