Stegent Equity 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 | $428K | Buy |
812
+153
| +23% | +$80.7K | 0.38% | 84 |
|
|
2025
Q1 | $335K | Buy |
659
+20
| +3% | +$10.2K | 0.34% | 82 |
|
|
2024
Q4 | $318K | Buy |
639
+82
| +15% | +$40.8K | 0.32% | 74 |
|
|
2024
Q3 | $288K | Sell |
557
-91
| -14% | -$47K | 0.32% | 75 |
|
|
2024
Q2 | $289K | Sell |
648
-38
| -6% | -$16.9K | 0.3% | 66 |
|
|
2024
Q1 | $292K | Buy |
+686
| New | +$292K | 0.3% | 72 |
|