SOA Wealth Advisors’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 | $164K | Buy |
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|
2025
Q2 | $125K | Sell |
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|
2025
Q1 | $113K | Buy |
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|
2024
Q4 | $16K | Hold |
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|
2024
Q3 | $16.6K | Buy |
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|
2024
Q2 | $9.41K | Sell |
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|
2024
Q1 | $9.4K | Hold |
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|
2023
Q4 | $9.73K | Hold |
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|
2023
Q3 | $8.06K | Hold |
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|
2023
Q2 | $8.84K | Hold |
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|
2023
Q1 | $7.6K | Hold |
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|
2022
Q4 | $7.38K | Sell |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $198K | Buy |
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|
2021
Q4 | $40K | Hold |
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|
2021
Q3 | $36K | Hold |
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|
2021
Q2 | $34K | Buy |
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|
2021
Q1 | $23K | Sell |
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|
2020
Q4 | $27K | Buy |
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