Stratos Wealth Advisors’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
Q2 | $525K | Buy |
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|
2025
Q1 | $440K | Sell |
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|
2024
Q4 | $446K | Buy |
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|
2024
Q3 | $315K | Buy |
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|
2024
Q2 | $221K | Sell |
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|
2024
Q1 | $423K | Buy |
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|
2023
Q4 | $295K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $307K | Sell |
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|
2019
Q2 | $297K | Hold |
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|
2019
Q1 | $275K | Hold |
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|
2018
Q4 | $222K | Buy |
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