Soltis Investment Advisors’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 | $3.29M | Buy |
6,242
+5,687
| +1,025% | +$3M | 0.26% | 97 |
|
|
2025
Q1 | $282K | Buy |
555
+14
| +3% | +$7.12K | 0.03% | 313 |
|
|
2024
Q4 | $269K | Buy |
541
+125
| +30% | +$62.2K | 0.02% | 307 |
|
|
2024
Q3 | $215K | Buy |
+416
| New | +$215K | 0.02% | 337 |
|
|
2023
Q4 | – | Sell |
-952
| Closed | -$348K | – | 297 |
|
|
2023
Q3 | $348K | Buy |
+952
| New | +$348K | 0.04% | 205 |
|