Alpha Family Trust’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 | $485K | Hold |
920
| – | – | 0.24% | 77 |
|
|
2025
Q1 | $467K | Hold |
920
| – | – | 0.27% | 70 |
|
|
2024
Q4 | $458K | Hold |
920
| – | – | 0.26% | 63 |
|
|
2024
Q3 | $475K | Hold |
920
| – | – | 0.27% | 67 |
|
|
2024
Q2 | $410K | Hold |
920
| – | – | 0.24% | 72 |
|
|
2024
Q1 | $391K | Hold |
920
| – | – | 0.24% | 76 |
|
|
2023
Q4 | $405K | Hold |
920
| – | – | 0.27% | 70 |
|
|
2023
Q3 | $336K | Hold |
920
| – | – | 0.26% | 75 |
|
|
2023
Q2 | $369K | Hold |
920
| – | – | 0.26% | 65 |
|
|
2023
Q1 | $317K | Sell |
920
-120
| -12% | -$41.4K | 0.25% | 77 |
|
|
2022
Q4 | $348K | Buy |
+1,040
| New | +$348K | 0.31% | 69 |
|