SeaCrest Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $515K | Sell |
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|
2025
Q2 | $590K | Sell |
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|
2025
Q1 | $575K | Buy |
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|
2024
Q4 | $552K | Buy |
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|
2024
Q3 | $537K | Buy |
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|
2024
Q2 | $448K | Buy |
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|
2024
Q1 | $404K | Sell |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $406K | Sell |
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|
2023
Q2 | $447K | Sell |
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|
2023
Q1 | $414K | Buy |
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|
2022
Q4 | $371K | Sell |
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|
2022
Q3 | $343K | Sell |
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|
2022
Q2 | $379K | Buy |
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|
2022
Q1 | $436K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Buy |
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