SHFA
SS&H Financial Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.27M | Hold |
11,887
| – | – | 2.09% | 10 |
|
|
2025
Q1 | $6.04M | Hold |
11,887
| – | – | 2.25% | 9 |
|
|
2024
Q4 | $5.92M | Hold |
11,887
| – | – | 2.16% | 9 |
|
|
2024
Q3 | $6.14M | Hold |
11,887
| – | – | 2.24% | 9 |
|
|
2024
Q2 | $5.3M | Hold |
11,887
| – | – | 2.07% | 9 |
|
|
2024
Q1 | $5.06M | Hold |
11,887
| – | – | 2.11% | 10 |
|
|
2023
Q4 | $5.24M | Sell |
11,887
-752
| -6% | -$331K | 2.22% | 10 |
|
|
2023
Q3 | $4.62M | Buy |
+12,639
| New | +$4.62M | 2.16% | 11 |
|
|
2023
Q1 | $4.36M | Hold |
12,637
| – | – | 2% | 9 |
|
|
2022
Q4 | $4.23M | Hold |
12,637
| – | – | 2.02% | 11 |
|
|
2022
Q3 | $3.86M | Hold |
12,637
| – | – | 1.99% | 12 |
|
|
2022
Q2 | $4.26M | Hold |
12,637
| – | – | 1.97% | 13 |
|
|
2022
Q1 | $5.18M | Buy |
+12,637
| New | +$5.18M | 2.03% | 9 |
|