Stratos Wealth 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 | $525K | Buy |
995
+129
| +15% | +$68.1K | 0.03% | 440 |
|
|
2025
Q1 | $440K | Sell |
866
-30
| -3% | -$15.3K | 0.02% | 460 |
|
|
2024
Q4 | $446K | Buy |
896
+286
| +47% | +$142K | 0.02% | 503 |
|
|
2024
Q3 | $315K | Buy |
610
+115
| +23% | +$59.4K | 0.01% | 595 |
|
|
2024
Q2 | $221K | Sell |
495
-499
| -50% | -$223K | 0.01% | 638 |
|
|
2024
Q1 | $423K | Buy |
994
+325
| +49% | +$138K | 0.03% | 492 |
|
|
2023
Q4 | $295K | Buy |
+669
| New | +$295K | 0.02% | 560 |
|
|
2019
Q4 | – | Sell |
-1,255
| Closed | -$307K | – | 224 |
|
|
2019
Q3 | $307K | Sell |
1,255
-50
| -4% | -$12.2K | 0.12% | 182 |
|
|
2019
Q2 | $297K | Hold |
1,305
| – | – | 0.12% | 178 |
|
|
2019
Q1 | $275K | Hold |
1,305
| – | – | 0.15% | 170 |
|
|
2018
Q4 | $222K | Buy |
+1,305
| New | +$222K | 0.15% | 168 |
|