Americana Partners’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
$6.91M Sell
13,109
-900
-6% -$475K 0.24% 91
2025
Q1
$7.12M Buy
14,009
+22
+0.2% +$11.2K 0.28% 81
2024
Q4
$6.97M Buy
+13,987
New +$6.97M 0.28% 87
2022
Q4
Sell
-2,323
Closed -$709K 266
2022
Q3
$709K Buy
2,323
+171
+8% +$52.2K 0.13% 136
2022
Q2
$723K Buy
2,152
+428
+25% +$144K 0.13% 130
2022
Q1
$573K Buy
+1,724
New +$573K 0.18% 114