Allred Capital Management’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 | $1.04M | Buy |
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|
2025
Q2 | $980K | Buy |
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|
2025
Q1 | $913K | Buy |
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|
2024
Q4 | $862K | Buy |
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|
2024
Q3 | $731K | Buy |
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|
2024
Q2 | $600K | Buy |
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|
2024
Q1 | $497K | Buy |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $268K | Buy |
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|
2023
Q1 | $219K | Buy |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $19.1K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $17.7K | Buy |
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