SFSG
Sound Financial Strategies Group’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Buy |
1,457
+63
| +5% | +$33.2K | 0.65% | 48 |
|
|
2025
Q1 | $708K | Sell |
1,394
-414
| -23% | -$210K | 0.63% | 65 |
|
|
2024
Q4 | $900K | Buy |
1,808
+201
| +13% | +$100K | 0.75% | 18 |
|
|
2024
Q3 | $830K | Sell |
1,607
-102
| -6% | -$52.7K | 0.67% | 27 |
|
|
2024
Q2 | $762K | Buy |
1,709
+1,009
| +144% | +$450K | 0.66% | 21 |
|
|
2024
Q1 | $298K | Buy |
700
+10
| +1% | +$4.26K | 0.25% | 56 |
|
|
2023
Q4 | $304K | Sell |
690
-680
| -50% | -$300K | 0.26% | 55 |
|
|
2023
Q3 | $501K | Sell |
1,370
-146
| -10% | -$53.4K | 0.41% | 54 |
|
|
2023
Q2 | $608K | Buy |
+1,516
| New | +$608K | 0.44% | 52 |
|
|
2022
Q2 | – | Sell |
-3,962
| Closed | -$1.63M | – | 67 |
|
|
2022
Q1 | $1.63M | Buy |
3,962
+2,553
| +181% | +$1.05M | 0.9% | 20 |
|
|
2021
Q4 | $665K | Sell |
1,409
-47
| -3% | -$22.2K | 0.33% | 52 |
|
|
2021
Q3 | $619K | Sell |
1,456
-25
| -2% | -$10.6K | 0.31% | 47 |
|
|
2021
Q2 | $608K | Sell |
1,481
-349
| -19% | -$143K | 0.3% | 68 |
|
|
2021
Q1 | $646K | Hold |
1,830
| – | – | 0.33% | 24 |
|
|
2020
Q4 | $602K | Buy |
1,830
+115
| +7% | +$37.8K | 0.33% | 49 |
|
|
2020
Q3 | $618K | Sell |
1,715
-30
| -2% | -$10.8K | 0.39% | 27 |
|
|
2020
Q2 | $575K | Sell |
1,745
-1
| -0.1% | -$330 | 0.37% | 26 |
|
|
2020
Q1 | $428K | Sell |
1,746
-3,868
| -69% | -$948K | 0.29% | 29 |
|
|
2019
Q4 | $1.53M | Buy |
+5,614
| New | +$1.53M | 0.97% | 30 |
|