Sound Financial Strategies Group’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
Q2 | $768K | Buy |
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|
2025
Q1 | $708K | Sell |
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|
2024
Q4 | $900K | Buy |
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|
2024
Q3 | $830K | Sell |
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|
2024
Q2 | $762K | Buy |
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|
2024
Q1 | $298K | Buy |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $501K | Sell |
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|
2023
Q2 | $608K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.63M | Buy |
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|
2021
Q4 | $665K | Sell |
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|
2021
Q3 | $619K | Sell |
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|
2021
Q2 | $608K | Sell |
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|
2021
Q1 | $646K | Hold |
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|
2020
Q4 | $602K | Buy |
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|
2020
Q3 | $618K | Sell |
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|
2020
Q2 | $575K | Sell |
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|
2020
Q1 | $428K | Sell |
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|
2019
Q4 | $1.53M | Buy |
|