AI
Atom Investors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5M | Sell |
9,477
-477
| -5% | -$252K | 0.44% | 49 |
|
|
2025
Q1 | $5.06M | Sell |
9,954
-2,691
| -21% | -$1.37M | 0.62% | 37 |
|
|
2024
Q4 | $6.3M | Buy |
12,645
+307
| +2% | +$153K | 0.78% | 18 |
|
|
2024
Q3 | $6.37M | Buy |
12,338
+8,128
| +193% | +$4.2M | 0.67% | 34 |
|
|
2024
Q2 | $1.88M | Sell |
4,210
-1,033
| -20% | -$461K | 0.19% | 167 |
|
|
2024
Q1 | $2.23M | Sell |
5,243
-160
| -3% | -$68.1K | 0.28% | 110 |
|
|
2023
Q4 | $2.38M | Sell |
5,403
-4,046
| -43% | -$1.78M | 0.42% | 72 |
|
|
2023
Q3 | $3.45M | Buy |
9,449
+8,455
| +851% | +$3.09M | 0.79% | 16 |
|
|
2023
Q2 | $398K | Sell |
994
-1,695
| -63% | -$680K | 0.15% | 136 |
|
|
2023
Q1 | $927K | Buy |
+2,689
| New | +$927K | 0.5% | 44 |
|
|
2020
Q4 | – | Sell |
-805
| Closed | -$290K | – | 534 |
|
|
2020
Q3 | $290K | Sell |
805
-144
| -15% | -$51.9K | 0.03% | 291 |
|
|
2020
Q2 | $313K | Sell |
949
-1,888
| -67% | -$623K | 0.02% | 294 |
|
|
2020
Q1 | $695K | Buy |
+2,837
| New | +$695K | 0.06% | 162 |
|