Academy Capital Management’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 | $10.4M | Buy |
19,804
+1,565
| +9% | +$825K | 1.49% | 15 |
|
|
2025
Q1 | $9.27M | Sell |
18,239
-147
| -0.8% | -$74.7K | 1.6% | 14 |
|
|
2024
Q4 | $9.16M | Sell |
18,386
-93
| -0.5% | -$46.3K | 1.5% | 15 |
|
|
2024
Q3 | $9.55M | Sell |
18,479
-58
| -0.3% | -$30K | 1.65% | 14 |
|
|
2024
Q2 | $8.27M | Sell |
18,537
-47
| -0.3% | -$21K | 1.49% | 14 |
|
|
2024
Q1 | $7.91M | Sell |
18,584
-38
| -0.2% | -$16.2K | 1.5% | 15 |
|
|
2023
Q4 | $8.2M | Sell |
18,622
-226
| -1% | -$99.6K | 1.67% | 13 |
|
|
2023
Q3 | $6.89M | Sell |
18,848
-215
| -1% | -$78.6K | 1.46% | 16 |
|
|
2023
Q2 | $7.64M | Sell |
19,063
-120
| -0.6% | -$48.1K | 1.53% | 16 |
|
|
2023
Q1 | $6.61M | Sell |
19,183
-16,601
| -46% | -$5.72M | 1.42% | 17 |
|
|
2022
Q4 | $12M | Sell |
35,784
-787
| -2% | -$264K | 2.56% | 17 |
|
|
2022
Q3 | $11.2M | Sell |
36,571
-11,332
| -24% | -$3.46M | 2.42% | 19 |
|
|
2022
Q2 | $16.1M | Buy |
47,903
+20,869
| +77% | +$7.03M | 3.07% | 18 |
|
|
2022
Q1 | $11.1M | Buy |
27,034
+380
| +1% | +$156K | 1.77% | 21 |
|
|
2021
Q4 | $12.6M | Sell |
26,654
-151
| -0.6% | -$71.3K | 1.96% | 23 |
|
|
2021
Q3 | $11.4M | Buy |
26,805
+1,347
| +5% | +$572K | 1.83% | 24 |
|
|
2021
Q2 | $10.4M | Buy |
25,458
+772
| +3% | +$317K | 4.26% | 12 |
|
|
2021
Q1 | $8.71M | Buy |
24,686
+20
| +0.1% | +$7.06K | 1.68% | 23 |
|
|
2020
Q4 | $8.11M | Sell |
24,666
-58
| -0.2% | -$19.1K | 1.74% | 21 |
|
|
2020
Q3 | $8.92M | Sell |
24,724
-342
| -1% | -$123K | 1.94% | 22 |
|
|
2020
Q2 | $8.26M | Buy |
+25,066
| New | +$8.26M | 1.88% | 24 |
|