Steward Partners Investment Advisory’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 | $20.2M | Buy |
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|
2025
Q2 | $21M | Buy |
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|
2025
Q1 | $19.1M | Buy |
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|
2024
Q4 | $18.1M | Buy |
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|
2024
Q3 | $17.6M | Buy |
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|
2024
Q2 | $15M | Buy |
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|
2024
Q1 | $14M | Buy |
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|
2023
Q4 | $11.6M | Buy |
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|
2023
Q3 | $9.4M | Sell |
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|
2023
Q2 | $10.6M | Buy |
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|
2023
Q1 | $9.12M | Buy |
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|
2022
Q4 | $8.81M | Sell |
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|
2022
Q3 | $8.66M | Buy |
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|
2022
Q2 | $9.19M | Buy |
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|
2022
Q1 | $11.2M | Buy |
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|
2021
Q4 | $3.29M | Buy |
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|
2021
Q3 | $2.95M | Buy |
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|
2021
Q2 | $2.63M | Sell |
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|
2021
Q1 | $2.41M | Buy |
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|
2020
Q4 | $1.86M | Sell |
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|
2020
Q3 | $2.09M | Buy |
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|
2020
Q2 | $1.85M | Buy |
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|
2020
Q1 | $1.3M | Buy |
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|
2019
Q4 | $1.41M | Buy |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $575K | Buy |
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|
2019
Q1 | $313K | Sell |
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|
2018
Q4 | $258K | Sell |
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|
2018
Q3 | $314K | Buy |
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|
2018
Q2 | $77K | Sell |
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|
2018
Q1 | $86K | Buy |
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|
2017
Q4 | $26K | Buy |
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|
2017
Q3 | $18K | Hold |
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|
2017
Q2 | $17K | Hold |
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|
2017
Q1 | $15K | Hold |
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|
2016
Q4 | $12K | Buy |
|