Anchor Investment 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 | $2.4M | Buy |
4,552
+202
| +5% | +$107K | 0.21% | 123 |
|
|
2025
Q1 | $2.21M | Sell |
4,350
-237
| -5% | -$120K | 0.21% | 123 |
|
|
2024
Q4 | $2.28M | Buy |
4,587
+1,542
| +51% | +$768K | 0.21% | 116 |
|
|
2024
Q3 | $1.57M | Sell |
3,045
-92
| -3% | -$47.5K | 0.15% | 144 |
|
|
2024
Q2 | $1.4M | Sell |
3,137
-85
| -3% | -$37.9K | 0.14% | 146 |
|
|
2024
Q1 | $1.37M | Sell |
3,222
-37
| -1% | -$15.7K | 0.14% | 150 |
|
|
2023
Q4 | $1.44M | Sell |
3,259
-1,313
| -29% | -$578K | 0.16% | 141 |
|
|
2023
Q3 | $1.67M | Sell |
4,572
-440
| -9% | -$161K | 0.22% | 116 |
|
|
2023
Q2 | $2.01M | Buy |
5,012
+107
| +2% | +$42.9K | 0.26% | 108 |
|
|
2023
Q1 | $1.69M | Buy |
4,905
+545
| +13% | +$188K | 0.23% | 115 |
|
|
2022
Q4 | $1.46M | Sell |
4,360
-470
| -10% | -$157K | 0.21% | 126 |
|
|
2022
Q3 | $1.47M | Buy |
4,830
+9
| +0.2% | +$2.75K | 0.23% | 116 |
|
|
2022
Q2 | $1.62M | Buy |
4,821
+254
| +6% | +$85.6K | 0.24% | 111 |
|
|
2022
Q1 | $1.87M | Buy |
4,567
+21
| +0.5% | +$8.61K | 0.24% | 109 |
|
|
2021
Q4 | $2.15M | Sell |
4,546
-94
| -2% | -$44.4K | 0.27% | 96 |
|
|
2021
Q3 | $1.97M | Sell |
4,640
-293
| -6% | -$124K | 0.27% | 95 |
|
|
2021
Q2 | $2.02M | Buy |
4,933
+45
| +0.9% | +$18.5K | 0.28% | 94 |
|
|
2021
Q1 | $1.72M | Buy |
4,888
+605
| +14% | +$213K | 0.26% | 99 |
|
|
2020
Q4 | $1.41M | Buy |
4,283
+22
| +0.5% | +$7.23K | 0.25% | 97 |
|
|
2020
Q3 | $1.54M | Buy |
4,261
+28
| +0.7% | +$10.1K | 0.31% | 86 |
|
|
2020
Q2 | $1.39M | Sell |
4,233
-100
| -2% | -$32.9K | 0.31% | 88 |
|
|
2020
Q1 | $1.06M | Buy |
4,333
+34
| +0.8% | +$8.33K | 0.27% | 99 |
|
|
2019
Q4 | $1.17M | Buy |
4,299
+190
| +5% | +$51.9K | 0.25% | 112 |
|
|
2019
Q3 | $1.01M | Sell |
4,109
-30
| -0.7% | -$7.35K | 0.23% | 119 |
|
|
2019
Q2 | $943K | Buy |
4,139
+31
| +0.8% | +$7.06K | 0.22% | 121 |
|
|
2019
Q1 | $865K | Buy |
4,108
+123
| +3% | +$25.9K | 0.22% | 129 |
|
|
2018
Q4 | $677K | Sell |
3,985
-60
| -1% | -$10.2K | 0.19% | 134 |
|
|
2018
Q3 | $790K | Sell |
4,045
-13
| -0.3% | -$2.54K | 0.18% | 138 |
|
|
2018
Q2 | $827K | Buy |
4,058
+140
| +4% | +$28.5K | 0.2% | 131 |
|
|
2018
Q1 | $749K | Buy |
3,918
+160
| +4% | +$30.6K | 0.2% | 132 |
|
|
2017
Q4 | $637K | Sell |
3,758
-71
| -2% | -$12K | 0.17% | 141 |
|
|
2017
Q3 | $599K | Buy |
3,829
+50
| +1% | +$7.82K | 0.18% | 135 |
|
|
2017
Q2 | $552K | Buy |
3,779
+220
| +6% | +$32.1K | 0.18% | 127 |
|
|
2017
Q1 | $465K | Sell |
3,559
-50
| -1% | -$6.54K | 0.16% | 139 |
|
|
2016
Q4 | $388K | Hold |
3,609
| – | – | 0.15% | 147 |
|
|
2016
Q3 | $457K | Sell |
3,609
-85
| -2% | -$10.8K | 0.18% | 127 |
|
|
2016
Q2 | $396K | Buy |
3,694
+2,344
| +174% | +$251K | 0.16% | 151 |
|
|
2016
Q1 | $134K | Buy |
+1,350
| New | +$134K | 0.05% | 250 |
|