Souders Financial 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 | $1.49M | Sell |
2,827
-167
| -6% | -$88K | 0.19% | 67 |
|
|
2025
Q1 | $1.52M | Sell |
2,994
-259
| -8% | -$132K | 0.21% | 67 |
|
|
2024
Q4 | $1.62M | Sell |
3,253
-436
| -12% | -$217K | 0.23% | 77 |
|
|
2024
Q3 | $1.91M | Buy |
3,689
+96
| +3% | +$49.6K | 0.27% | 69 |
|
|
2024
Q2 | $1.6M | Buy |
3,593
+15
| +0.4% | +$6.69K | 0.24% | 70 |
|
|
2024
Q1 | $1.52M | Sell |
3,578
-8
| -0.2% | -$3.4K | 0.24% | 75 |
|
|
2023
Q4 | $1.58M | Sell |
3,586
-487
| -12% | -$215K | 0.27% | 73 |
|
|
2023
Q3 | $1.49M | Sell |
4,073
-1,143
| -22% | -$418K | 0.29% | 73 |
|
|
2023
Q2 | $2.09M | Sell |
5,216
-210
| -4% | -$84.2K | 0.4% | 65 |
|
|
2023
Q1 | $1.87M | Buy |
5,426
+12
| +0.2% | +$4.14K | 0.4% | 67 |
|
|
2022
Q4 | $1.81M | Sell |
5,414
-1,013
| -16% | -$339K | 0.41% | 67 |
|
|
2022
Q3 | $1.96M | Sell |
6,427
-1,301
| -17% | -$397K | 0.53% | 62 |
|
|
2022
Q2 | $2.61M | Buy |
7,728
+5,904
| +324% | +$1.99M | 0.75% | 40 |
|
|
2022
Q1 | $748K | Sell |
1,824
-9
| -0.5% | -$3.69K | 0.22% | 90 |
|
|
2021
Q4 | $865K | Buy |
1,833
+26
| +1% | +$12.3K | 0.25% | 80 |
|
|
2021
Q3 | $768K | Buy |
1,807
+73
| +4% | +$31K | 0.25% | 80 |
|
|
2021
Q2 | $712K | Sell |
1,734
-16
| -0.9% | -$6.57K | 0.24% | 81 |
|
|
2021
Q1 | $617K | Buy |
1,750
+64
| +4% | +$22.6K | 0.24% | 79 |
|
|
2020
Q4 | $554K | Sell |
1,686
-3
| -0.2% | -$986 | 0.24% | 80 |
|
|
2020
Q3 | $566K | Sell |
1,689
-28
| -2% | -$9.38K | 0.27% | 73 |
|
|
2020
Q2 | $566K | Sell |
1,717
-67
| -4% | -$22.1K | 0.32% | 66 |
|
|
2020
Q1 | $437K | Buy |
+1,784
| New | +$437K | 0.39% | 60 |
|