United Capital Financial 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 | $49.1M | Sell |
93,128
-1,878
| -2% | -$990K | 0.4% | 53 |
|
|
2025
Q1 | $48.3M | Sell |
95,006
-7,819
| -8% | -$3.97M | 0.41% | 50 |
|
|
2024
Q4 | $51.2M | Sell |
102,825
-9,002
| -8% | -$4.48M | 0.43% | 50 |
|
|
2024
Q3 | $57.8M | Sell |
111,827
-2,363
| -2% | -$1.22M | 0.48% | 48 |
|
|
2024
Q2 | $50.9M | Sell |
114,190
-14,523
| -11% | -$6.48M | 0.44% | 50 |
|
|
2024
Q1 | $54.8M | Buy |
128,713
+1,947
| +2% | +$828K | 0.45% | 49 |
|
|
2023
Q4 | $55.8M | Sell |
126,766
-50,790
| -29% | -$22.4M | 0.46% | 44 |
|
|
2023
Q3 | $64.9M | Sell |
177,556
-13,522
| -7% | -$4.94M | 0.43% | 47 |
|
|
2023
Q2 | $76.6M | Buy |
191,078
+12,978
| +7% | +$5.2M | 0.42% | 45 |
|
|
2023
Q1 | $61.4M | Sell |
178,100
-7,647
| -4% | -$2.64M | 0.34% | 57 |
|
|
2022
Q4 | $62.2M | Sell |
185,747
-195
| -0.1% | -$65.3K | 0.35% | 60 |
|
|
2022
Q3 | $56.8M | Sell |
185,942
-9,593
| -5% | -$2.93M | 0.34% | 62 |
|
|
2022
Q2 | $65.9M | Buy |
195,535
+533
| +0.3% | +$180K | 0.36% | 57 |
|
|
2022
Q1 | $80M | Buy |
195,002
+30,699
| +19% | +$12.6M | 0.39% | 47 |
|
|
2021
Q4 | $77.5M | Buy |
164,303
+3,001
| +2% | +$1.42M | 0.36% | 54 |
|
|
2021
Q3 | $68.5M | Buy |
161,302
+1,317
| +0.8% | +$560K | 0.34% | 59 |
|
|
2021
Q2 | $65.7M | Buy |
159,985
+931
| +0.6% | +$382K | 0.33% | 63 |
|
|
2021
Q1 | $56.1M | Buy |
159,054
+13,464
| +9% | +$4.75M | 0.31% | 66 |
|
|
2020
Q4 | $47.9M | Buy |
145,590
+69,177
| +91% | +$22.7M | 0.29% | 78 |
|
|
2020
Q3 | $27.6M | Buy |
76,413
+1,671
| +2% | +$603K | 0.18% | 127 |
|
|
2020
Q2 | $24.6M | Buy |
74,742
+65,235
| +686% | +$21.5M | 0.18% | 120 |
|
|
2020
Q1 | $2.33M | Sell |
9,507
-2,756
| -22% | -$675K | 0.02% | 463 |
|
|
2019
Q4 | $3.35M | Sell |
12,263
-109,718
| -90% | -$30M | 0.02% | 494 |
|
|
2019
Q3 | $29.9M | Buy |
121,981
+55,887
| +85% | +$13.7M | 0.21% | 106 |
|
|
2019
Q2 | $15.1M | Sell |
66,094
-106,311
| -62% | -$24.2M | 0.1% | 225 |
|
|
2019
Q1 | $36.3M | Buy |
172,405
+14,207
| +9% | +$2.99M | 0.26% | 93 |
|
|
2018
Q4 | $26.9M | Buy |
158,198
+56,444
| +55% | +$9.59M | 0.21% | 103 |
|
|
2018
Q3 | $19.9M | Buy |
101,754
+28,279
| +38% | +$5.53M | 0.14% | 161 |
|
|
2018
Q2 | $15M | Buy |
73,475
+29,493
| +67% | +$6.01M | 0.11% | 203 |
|
|
2018
Q1 | $8.4M | Buy |
43,982
+5,444
| +14% | +$1.04M | 0.06% | 325 |
|
|
2017
Q4 | $6.53M | Buy |
38,538
+30,869
| +403% | +$5.23M | 0.05% | 366 |
|
|
2017
Q3 | $1.2M | Sell |
7,669
-24,903
| -76% | -$3.89M | 0.01% | 721 |
|
|
2017
Q2 | $4.76M | Buy |
32,572
+3,538
| +12% | +$516K | 0.04% | 386 |
|
|
2017
Q1 | $3.8M | Buy |
29,034
+7,761
| +36% | +$1.01M | 0.04% | 424 |
|
|
2016
Q4 | $2.29M | Buy |
+21,273
| New | +$2.29M | 0.02% | 535 |
|