Symphony Financial’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 | $468K | Buy |
+3,287
| New | +$468K | 0.06% | 159 |
|
|
2025
Q1 | – | Sell |
-627
| Closed | -$319K | – | 196 |
|
|
2024
Q4 | $319K | Sell |
627
-78
| -11% | -$39.7K | 0.05% | 170 |
|
|
2024
Q3 | $361K | Buy |
705
+22
| +3% | +$11.3K | 0.06% | 166 |
|
|
2024
Q2 | $306K | Sell |
683
-100
| -13% | -$44.9K | 0.06% | 171 |
|
|
2024
Q1 | $333K | Sell |
783
-144
| -16% | -$61.2K | 0.08% | 145 |
|
|
2023
Q4 | $404K | Sell |
927
-86
| -8% | -$37.5K | 0.09% | 141 |
|
|
2023
Q3 | $370K | Sell |
1,013
-93
| -8% | -$34K | 0.09% | 114 |
|
|
2023
Q2 | $438K | Sell |
1,106
-167
| -13% | -$66.1K | 0.11% | 126 |
|
|
2023
Q1 | $435K | Sell |
1,273
-1,025
| -45% | -$350K | 0.11% | 151 |
|
|
2022
Q4 | $791K | Sell |
2,298
-2,635
| -53% | -$907K | 0.21% | 94 |
|
|
2022
Q3 | $1.53M | Sell |
4,933
-1,469
| -23% | -$456K | 0.5% | 50 |
|
|
2022
Q2 | $2.15M | Sell |
6,402
-383
| -6% | -$128K | 0.63% | 35 |
|
|
2022
Q1 | $2.8M | Buy |
6,785
+6,134
| +942% | +$2.53M | 0.66% | 30 |
|
|
2021
Q4 | $300K | Sell |
651
-129
| -17% | -$59.4K | 0.08% | 150 |
|
|
2021
Q3 | $333K | Sell |
780
-18
| -2% | -$7.69K | 0.12% | 125 |
|
|
2021
Q2 | $327K | Sell |
798
-6,327
| -89% | -$2.59M | 0.11% | 132 |
|
|
2021
Q1 | $2.61M | Buy |
7,125
+337
| +5% | +$123K | 0.69% | 29 |
|
|
2020
Q4 | $2.26M | Buy |
6,788
+331
| +5% | +$110K | 0.81% | 31 |
|
|
2020
Q3 | $2.33M | Sell |
6,457
-273
| -4% | -$98.4K | 0.95% | 28 |
|
|
2020
Q2 | $2.22M | Buy |
6,730
+3,276
| +95% | +$1.08M | 1.07% | 23 |
|
|
2020
Q1 | $853K | Buy |
+3,454
| New | +$853K | 0.59% | 34 |
|