Atria Investments’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 | $11M | Sell |
20,897
-2,594
| -11% | -$1.37M | 0.13% | 167 |
|
|
2025
Q1 | $11.9M | Sell |
23,491
-5,648
| -19% | -$2.87M | 0.15% | 152 |
|
|
2024
Q4 | $14.5M | Sell |
29,139
-745
| -2% | -$371K | 0.18% | 114 |
|
|
2024
Q3 | $15.4M | Sell |
29,884
-1,044
| -3% | -$539K | 0.19% | 111 |
|
|
2024
Q2 | $13.8M | Buy |
30,928
+688
| +2% | +$307K | 0.18% | 127 |
|
|
2024
Q1 | $12.9M | Sell |
30,240
-1,948
| -6% | -$829K | 0.18% | 132 |
|
|
2023
Q4 | $14.2M | Sell |
32,188
-336
| -1% | -$148K | 0.22% | 100 |
|
|
2023
Q3 | $11.9M | Buy |
32,524
+1,837
| +6% | +$671K | 0.21% | 101 |
|
|
2023
Q2 | $12.3M | Buy |
30,687
+1,147
| +4% | +$460K | 0.22% | 95 |
|
|
2023
Q1 | $10.2M | Buy |
29,540
+1,096
| +4% | +$378K | 0.19% | 122 |
|
|
2022
Q4 | $9.53M | Buy |
28,444
+2,682
| +10% | +$898K | 0.2% | 126 |
|
|
2022
Q3 | $7.87M | Sell |
25,762
-1,234
| -5% | -$377K | 0.17% | 141 |
|
|
2022
Q2 | $9.1M | Sell |
26,996
-2,637
| -9% | -$889K | 0.19% | 120 |
|
|
2022
Q1 | $12.2M | Buy |
29,633
+14,857
| +101% | +$6.09M | 0.21% | 112 |
|
|
2021
Q4 | $6.97M | Sell |
14,776
-1,538
| -9% | -$726K | 0.12% | 199 |
|
|
2021
Q3 | $6.93M | Sell |
16,314
-4,403
| -21% | -$1.87M | 0.13% | 184 |
|
|
2021
Q2 | $8.5M | Sell |
20,717
-3,648
| -15% | -$1.5M | 0.16% | 143 |
|
|
2021
Q1 | $8.6M | Sell |
24,365
-10,246
| -30% | -$3.62M | 0.19% | 123 |
|
|
2020
Q4 | $11.4M | Buy |
34,611
+18,922
| +121% | +$6.22M | 0.27% | 83 |
|
|
2020
Q3 | $5.66M | Buy |
15,689
+3,467
| +28% | +$1.25M | 0.17% | 137 |
|
|
2020
Q2 | $4.03M | Buy |
12,222
+946
| +8% | +$312K | 0.14% | 176 |
|
|
2020
Q1 | $2.76M | Buy |
11,276
+4,086
| +57% | +$1M | 0.21% | 102 |
|
|
2019
Q4 | $1.96M | Buy |
7,190
+1,959
| +37% | +$535K | 0.05% | 317 |
|
|
2019
Q3 | $1.28M | Buy |
5,231
+436
| +9% | +$107K | 0.05% | 344 |
|
|
2019
Q2 | $1.22M | Sell |
4,795
-176
| -4% | -$44.8K | 0.05% | 355 |
|
|
2019
Q1 | $1.05M | Buy |
4,971
+86
| +2% | +$18.1K | 0.04% | 346 |
|
|
2018
Q4 | $830K | Buy |
4,885
+1,934
| +66% | +$329K | 0.04% | 351 |
|
|
2018
Q3 | $577K | Sell |
2,951
-367
| -11% | -$71.8K | 0.02% | 551 |
|
|
2018
Q2 | $676K | Sell |
3,318
-1,542
| -32% | -$314K | 0.03% | 482 |
|
|
2018
Q1 | $929K | Buy |
4,860
+1,069
| +28% | +$204K | 0.04% | 359 |
|
|
2017
Q4 | $642K | Buy |
3,791
+1,982
| +110% | +$336K | 0.03% | 431 |
|
|
2017
Q3 | $283K | Sell |
1,809
-1,782
| -50% | -$279K | 0.02% | 625 |
|
|
2017
Q2 | $524K | Buy |
3,591
+1,830
| +104% | +$267K | 0.03% | 419 |
|
|
2017
Q1 | $230K | Buy |
+1,761
| New | +$230K | 0.02% | 602 |
|