S&p Global shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in S&p Global
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Quarterly reported holdings in S&p Global by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $655k | 1.3k | 498.16 |
| 2024-09-30 | $638k | 1.2k | 516.76 |
| 2024-06-30 | $532k | 1.2k | 446.12 |
| 2024-03-31 | $482k | 1.1k | 425.57 |
| 2023-12-31 | $490k | 1.1k | 440.65 |
| 2023-09-30 | $404k | 1.1k | 365.49 |
| 2023-06-30 | $423k | 1.1k | 400.98 |
| 2023-03-31 | $363k | 1.1k | 344.85 |
| 2022-12-31 | $318k | 948 | 335.02 |
| 2022-09-30 | $227k | 743 | 305.52 |
| 2022-06-30 | $231k | 685 | 337.23 |
| 2022-03-31 | $258k | 629 | 410.17 |
| 2021-12-31 | $272k | 577 | 471.40 |
| 2021-09-30 | $233k | 548 | 425.18 |
| 2021-06-30 | $212k | 517 | 410.06 |
| 2019-03-31 | $77k | 364 | 211.54 |
| 2018-12-31 | $34k | 203 | 167.49 |
| 2018-09-30 | $15k | 79 | 189.87 |
| 2018-06-30 | $17k | 79 | 215.19 |
| 2018-03-31 | $8.0k | 44 | 181.82 |
| 2017-12-31 | $5.0k | 30 | 166.67 |