Sigma Planning Corp’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 | $852K | Sell |
1,615
-1
| -0.1% | -$527 | 0.03% | 552 |
|
|
2025
Q1 | $821K | Buy |
1,616
+188
| +13% | +$95.5K | 0.03% | 550 |
|
|
2024
Q4 | $711K | Buy |
1,428
+160
| +13% | +$79.7K | 0.02% | 599 |
|
|
2024
Q3 | $655K | Sell |
1,268
-620
| -33% | -$320K | 0.02% | 643 |
|
|
2024
Q2 | $842K | Hold |
1,888
| – | – | 0.03% | 528 |
|
|
2024
Q1 | $803K | Buy |
1,888
+712
| +61% | +$303K | 0.03% | 574 |
|
|
2023
Q4 | $518K | Sell |
1,176
-698
| -37% | -$307K | 0.04% | 448 |
|
|
2023
Q3 | $685K | Buy |
1,874
+144
| +8% | +$52.6K | 0.03% | 590 |
|
|
2023
Q2 | $694K | Sell |
1,730
-596
| -26% | -$239K | 0.02% | 603 |
|
|
2023
Q1 | $802K | Buy |
2,326
+681
| +41% | +$235K | 0.03% | 599 |
|
|
2022
Q4 | $551K | Sell |
1,645
-41
| -2% | -$13.7K | 0.02% | 728 |
|
|
2022
Q3 | $515K | Sell |
1,686
-802
| -32% | -$245K | 0.02% | 718 |
|
|
2022
Q2 | $839K | Sell |
2,488
-356
| -13% | -$120K | 0.03% | 537 |
|
|
2022
Q1 | $1.17M | Buy |
2,844
+314
| +12% | +$129K | 0.04% | 478 |
|
|
2021
Q4 | $1.19M | Buy |
2,530
+60
| +2% | +$28.3K | 0.03% | 472 |
|
|
2021
Q3 | $1.05M | Buy |
2,470
+1,063
| +76% | +$452K | 0.03% | 516 |
|
|
2021
Q2 | $578K | Buy |
1,407
+401
| +40% | +$165K | 0.02% | 760 |
|
|
2021
Q1 | $355K | Sell |
1,006
-170
| -14% | -$60K | 0.01% | 894 |
|
|
2020
Q4 | $387K | Sell |
1,176
-19,140
| -94% | -$6.3M | 0.01% | 770 |
|
|
2020
Q3 | $7.33M | Sell |
20,316
-998
| -5% | -$360K | 0.29% | 67 |
|
|
2020
Q2 | $7.02M | Buy |
21,314
+19,746
| +1,259% | +$6.51M | 0.31% | 58 |
|
|
2020
Q1 | $384K | Sell |
1,568
-201
| -11% | -$49.2K | 0.02% | 562 |
|
|
2019
Q4 | $483K | Sell |
1,769
-832
| -32% | -$227K | 0.02% | 599 |
|
|
2019
Q3 | $637K | Buy |
2,601
+1,000
| +62% | +$245K | 0.03% | 494 |
|
|
2019
Q2 | $365K | Buy |
+1,601
| New | +$365K | 0.02% | 654 |
|
|
2018
Q4 | – | Sell |
-1,581
| Closed | -$309K | – | 940 |
|
|
2018
Q3 | $309K | Sell |
1,581
-100
| -6% | -$19.5K | 0.02% | 663 |
|
|
2018
Q2 | $343K | Buy |
1,681
+1
| +0.1% | +$204 | 0.02% | 588 |
|
|
2018
Q1 | $321K | Buy |
1,680
+66
| +4% | +$12.6K | 0.02% | 578 |
|
|
2017
Q4 | $273K | Buy |
+1,614
| New | +$273K | 0.02% | 647 |
|