SeaCrest Wealth Management’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 | $590K | Sell |
1,118
-14
| -1% | -$7.38K | 0.06% | 274 |
|
|
2025
Q1 | $575K | Buy |
1,132
+23
| +2% | +$11.7K | 0.07% | 288 |
|
|
2024
Q4 | $552K | Buy |
1,109
+69
| +7% | +$34.4K | 0.06% | 312 |
|
|
2024
Q3 | $537K | Buy |
1,040
+35
| +3% | +$18.1K | 0.06% | 320 |
|
|
2024
Q2 | $448K | Buy |
1,005
+56
| +6% | +$25K | 0.05% | 344 |
|
|
2024
Q1 | $404K | Sell |
949
-68
| -7% | -$28.9K | 0.05% | 360 |
|
|
2023
Q4 | $435K | Sell |
1,017
-95
| -9% | -$40.7K | 0.05% | 343 |
|
|
2023
Q3 | $406K | Sell |
1,112
-4
| -0.4% | -$1.46K | 0.05% | 359 |
|
|
2023
Q2 | $447K | Sell |
1,116
-84
| -7% | -$33.7K | 0.06% | 348 |
|
|
2023
Q1 | $414K | Buy |
1,200
+93
| +8% | +$32.1K | 0.06% | 377 |
|
|
2022
Q4 | $371K | Sell |
1,107
-15
| -1% | -$5.02K | 0.05% | 399 |
|
|
2022
Q3 | $343K | Sell |
1,122
-2
| -0.2% | -$611 | 0.05% | 405 |
|
|
2022
Q2 | $379K | Buy |
1,124
+61
| +6% | +$20.6K | 0.05% | 410 |
|
|
2022
Q1 | $436K | Buy |
+1,063
| New | +$436K | 0.05% | 399 |
|
|
2018
Q3 | – | Sell |
-7
| Closed | -$1K | – | 2329 |
|
|
2018
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 2139 |
|
|
2018
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 2131 |
|
|
2017
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 2142 |
|