SOA Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Sell |
15,210
-462
| -3% | -$3.81K | 0.02% | 252 |
|
|
2025
Q1 | $113K | Buy |
15,672
+15,640
| +48,875% | +$112K | 0.02% | 248 |
|
|
2024
Q4 | $16K | Hold |
32
| – | – | ﹤0.01% | 489 |
|
|
2024
Q3 | $16.6K | Buy |
32
+11
| +52% | +$5.7K | ﹤0.01% | 481 |
|
|
2024
Q2 | $9.41K | Sell |
21
-1
| -5% | -$448 | ﹤0.01% | 546 |
|
|
2024
Q1 | $9.4K | Hold |
22
| – | – | ﹤0.01% | 548 |
|
|
2023
Q4 | $9.73K | Hold |
22
| – | – | ﹤0.01% | 529 |
|
|
2023
Q3 | $8.07K | Hold |
22
| – | – | ﹤0.01% | 555 |
|
|
2023
Q2 | $8.84K | Hold |
22
| – | – | ﹤0.01% | 546 |
|
|
2023
Q1 | $7.6K | Hold |
22
| – | – | ﹤0.01% | 563 |
|
|
2022
Q4 | $7.38K | Sell |
22
-3
| -12% | -$1.01K | ﹤0.01% | 565 |
|
|
2022
Q3 | $7K | Sell |
25
-11
| -31% | -$3.08K | ﹤0.01% | 564 |
|
|
2022
Q2 | $12K | Sell |
36
-448
| -93% | -$149K | ﹤0.01% | 473 |
|
|
2022
Q1 | $198K | Buy |
484
+399
| +469% | +$163K | 0.05% | 160 |
|
|
2021
Q4 | $40K | Hold |
85
| – | – | 0.01% | 328 |
|
|
2021
Q3 | $36K | Hold |
85
| – | – | 0.01% | 361 |
|
|
2021
Q2 | $34K | Buy |
85
+19
| +29% | +$7.6K | 0.01% | 368 |
|
|
2021
Q1 | $23K | Sell |
66
-18
| -21% | -$6.27K | 0.01% | 380 |
|
|
2020
Q4 | $27K | Buy |
+84
| New | +$27K | 0.01% | 349 |
|