Stratos Wealth Partners’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 | $5.09M | Buy |
9,644
+325
| +3% | +$171K | 0.07% | 283 |
|
|
2025
Q1 | $4.74M | Buy |
9,319
+92
| +1% | +$46.7K | 0.07% | 272 |
|
|
2024
Q4 | $4.6M | Buy |
9,227
+424
| +5% | +$211K | 0.06% | 293 |
|
|
2024
Q3 | $4.55M | Buy |
8,803
+182
| +2% | +$94K | 0.07% | 287 |
|
|
2024
Q2 | $3.85M | Buy |
8,621
+89
| +1% | +$39.7K | 0.06% | 303 |
|
|
2024
Q1 | $3.63M | Buy |
8,532
+386
| +5% | +$164K | 0.06% | 305 |
|
|
2023
Q4 | $3.59M | Buy |
8,146
+252
| +3% | +$111K | 0.07% | 287 |
|
|
2023
Q3 | $2.88M | Buy |
7,894
+511
| +7% | +$187K | 0.06% | 302 |
|
|
2023
Q2 | $2.96M | Buy |
7,383
+1,020
| +16% | +$409K | 0.07% | 280 |
|
|
2023
Q1 | $2.19M | Sell |
6,363
-246
| -4% | -$84.8K | 0.06% | 296 |
|
|
2022
Q4 | $2.21M | Buy |
6,609
+159
| +2% | +$53.3K | 0.06% | 328 |
|
|
2022
Q3 | $1.97M | Sell |
6,450
-320
| -5% | -$97.7K | 0.06% | 319 |
|
|
2022
Q2 | $2.28M | Buy |
6,770
+265
| +4% | +$89.3K | 0.06% | 301 |
|
|
2022
Q1 | $2.67M | Buy |
6,505
+851
| +15% | +$349K | 0.06% | 301 |
|
|
2021
Q4 | $2.67M | Buy |
5,654
+679
| +14% | +$320K | 0.06% | 294 |
|
|
2021
Q3 | $2.11M | Buy |
4,975
+319
| +7% | +$136K | 0.05% | 304 |
|
|
2021
Q2 | $1.91M | Buy |
4,656
+515
| +12% | +$211K | 0.05% | 360 |
|
|
2021
Q1 | $1.46M | Buy |
4,141
+3,313
| +400% | +$1.17M | 0.04% | 389 |
|
|
2020
Q4 | $272K | Sell |
828
-38
| -4% | -$12.5K | 0.01% | 884 |
|
|
2020
Q3 | $313K | Buy |
+866
| New | +$313K | 0.01% | 767 |
|
|
2020
Q1 | – | Sell |
-906
| Closed | -$247K | – | 1030 |
|
|
2019
Q4 | $247K | Sell |
906
-22
| -2% | -$6K | 0.01% | 830 |
|
|
2019
Q3 | $227K | Buy |
+928
| New | +$227K | 0.01% | 836 |
|
|
2018
Q4 | – | Sell |
-262
| Closed | -$51K | – | 2259 |
|
|
2018
Q3 | $51K | Buy |
+262
| New | +$51K | ﹤0.01% | 1451 |
|
|
2018
Q2 | – | Sell |
-262
| Closed | -$50K | – | 2340 |
|
|
2018
Q1 | $50K | Sell |
262
-21
| -7% | -$4.01K | ﹤0.01% | 1577 |
|
|
2017
Q4 | $48K | Buy |
+283
| New | +$48K | ﹤0.01% | 1534 |
|