Souders Financial 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 | $1.37M | Sell |
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|
2025
Q2 | $1.49M | Sell |
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|
2025
Q1 | $1.52M | Sell |
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|
2024
Q4 | $1.62M | Sell |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $2.09M | Sell |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.81M | Sell |
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|
2022
Q3 | $1.96M | Sell |
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|
2022
Q2 | $2.6M | Buy |
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|
2022
Q1 | $748K | Sell |
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|
2021
Q4 | $865K | Buy |
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|
2021
Q3 | $768K | Buy |
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|
2021
Q2 | $712K | Sell |
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|
2021
Q1 | $617K | Buy |
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|
2020
Q4 | $554K | Sell |
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|
2020
Q3 | $566K | Sell |
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|
2020
Q2 | $566K | Sell |
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|
2020
Q1 | $437K | Buy |
|