United Capital Financial 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
Q3 | $44.2M | Sell |
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|
2025
Q2 | $49.1M | Sell |
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|
2025
Q1 | $48.3M | Sell |
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|
2024
Q4 | $51.2M | Sell |
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|
2024
Q3 | $57.8M | Sell |
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|
2024
Q2 | $50.9M | Sell |
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|
2024
Q1 | $54.8M | Buy |
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|
2023
Q4 | $55.8M | Sell |
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|
2023
Q3 | $64.9M | Sell |
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|
2023
Q2 | $76.6M | Buy |
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|
2023
Q1 | $61.4M | Sell |
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|
2022
Q4 | $62.2M | Sell |
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|
2022
Q3 | $56.8M | Sell |
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|
2022
Q2 | $65.9M | Buy |
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|
2022
Q1 | $80M | Buy |
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|
2021
Q4 | $77.5M | Buy |
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|
2021
Q3 | $68.5M | Buy |
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|
2021
Q2 | $65.7M | Buy |
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|
2021
Q1 | $56.1M | Buy |
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|
2020
Q4 | $47.9M | Buy |
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|
2020
Q3 | $27.6M | Buy |
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|
2020
Q2 | $24.6M | Buy |
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|
2020
Q1 | $2.33M | Sell |
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|
2019
Q4 | $3.35M | Sell |
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|
2019
Q3 | $29.9M | Buy |
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|
2019
Q2 | $15.1M | Sell |
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|
2019
Q1 | $36.3M | Buy |
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|
2018
Q4 | $26.9M | Buy |
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|
2018
Q3 | $19.9M | Buy |
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|
2018
Q2 | $15M | Buy |
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|
2018
Q1 | $8.4M | Buy |
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|
2017
Q4 | $6.53M | Buy |
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|
2017
Q3 | $1.2M | Sell |
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|
2017
Q2 | $4.75M | Buy |
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|
2017
Q1 | $3.8M | Buy |
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|
2016
Q4 | $2.29M | Buy |
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