Ruggaard & Associates’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 | $249K | Sell |
472
-8
| -2% | -$4.22K | 0.1% | 102 |
|
|
2025
Q1 | $244K | Buy |
480
+5
| +1% | +$2.54K | 0.11% | 104 |
|
|
2024
Q4 | $237K | Sell |
475
-113
| -19% | -$56.3K | 0.1% | 103 |
|
|
2024
Q3 | $304K | Sell |
588
-15
| -2% | -$7.75K | 0.13% | 95 |
|
|
2024
Q2 | $269K | Sell |
603
-4
| -0.7% | -$1.78K | 0.12% | 96 |
|
|
2024
Q1 | $258K | Buy |
607
+27
| +5% | +$11.5K | 0.12% | 101 |
|
|
2023
Q4 | $256K | Buy |
580
+5
| +0.9% | +$2.2K | 0.14% | 97 |
|
|
2023
Q3 | $210K | Sell |
575
-35
| -6% | -$12.8K | 0.13% | 100 |
|
|
2023
Q2 | $245K | Sell |
610
-4
| -0.7% | -$1.6K | 0.14% | 95 |
|
|
2023
Q1 | $212K | Buy |
+614
| New | +$212K | 0.13% | 99 |
|