Sowell Financial Services’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 | $397K | Sell |
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|
2025
Q2 | $510K | Buy |
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|
2025
Q1 | $470K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $338K | Buy |
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|
2020
Q4 | $203K | Sell |
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|
2020
Q3 | $308K | Buy |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $609K | Sell |
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|
2019
Q4 | $711K | Buy |
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|
2019
Q3 | $604K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $392K | Buy |
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|
2018
Q2 | $388K | Sell |
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|
2018
Q1 | $371K | Buy |
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|
2017
Q4 | $332K | Buy |
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