A detailed history of Sound Financial Strategies Group, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 1,709 shares of SPGI stock, worth $831,616. This represents 0.73% of its overall portfolio holdings.

Number of Shares
1,709
Previous 700 144.14%
Holding current value
$831,616
Previous $297,000 156.57%
% of portfolio
0.73%
Previous 0.27%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$408.56 - $448.91 $412,237 - $452,950
1,009 Added 144.14%
1,709 $762,000
Q1 2024

May 13, 2024

BUY
$418.48 - $459.72 $4,184 - $4,597
10 Added 1.45%
700 $297,000
Q4 2023

Feb 02, 2024

SELL
$342.48 - $441.84 $232,886 - $300,451
-680 Reduced 49.64%
690 $303,000
Q3 2023

Nov 06, 2023

SELL
$363.06 - $428.41 $53,006 - $62,547
-146 Reduced 9.63%
1,370 $500,000
Q2 2023

Aug 07, 2023

BUY
$338.83 - $400.89 $513,666 - $607,749
1,516 New
1,516 $607,000
Q2 2022

Jul 25, 2022

SELL
$316.03 - $414.99 $1.25 Million - $1.64 Million
-3,962 Closed
0 $0
Q1 2022

May 05, 2022

BUY
$373.37 - $461.1 $953,213 - $1.18 Million
2,553 Added 181.19%
3,962 $1.63 Million
Q4 2021

Feb 03, 2022

SELL
$415.85 - $478.97 $19,544 - $22,511
-47 Reduced 3.23%
1,409 $665,000
Q3 2021

Nov 03, 2021

SELL
$408.95 - $454.05 $10,223 - $11,351
-25 Reduced 1.69%
1,456 $619,000
Q2 2021

Jul 30, 2021

SELL
$361.2 - $412.36 $126,058 - $143,913
-349 Reduced 19.07%
1,481 $608,000
Q4 2020

Jan 22, 2021

BUY
$313.63 - $364.97 $36,067 - $41,971
115 Added 6.71%
1,830 $602,000
Q3 2020

Oct 19, 2020

SELL
$333.25 - $378.41 $9,997 - $11,352
-30 Reduced 1.72%
1,715 $618,000
Q2 2020

Jul 17, 2020

SELL
$234.33 - $333.38 $234 - $333
-1 Reduced 0.06%
1,745 $575,000
Q1 2020

May 08, 2020

SELL
$192.05 - $311.16 $742,849 - $1.2 Million
-3,868 Reduced 68.9%
1,746 $428,000
Q4 2019

Feb 14, 2020

BUY
$236.44 - $274.38 $1.33 Million - $1.54 Million
5,614 New
5,614 $1.53 Million

Others Institutions Holding SPGI

About S&P Global Inc.


  • Ticker SPGI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 325,800,000
  • Market Cap $159B
  • Description
  • S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. It operates in six divisions: S&P Global Ratings, S&P Dow Jones Indices, S&P Global Commodity Insights, S&P Global Market Intelligence, S&P Globa...
More about SPGI
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