Bell Bank’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 | $894K | Sell |
1,695
-117
| -6% | -$61.7K | 0.04% | 108 |
|
2025
Q1 | $921K | Sell |
1,812
-528
| -23% | -$268K | 0.05% | 101 |
|
2024
Q4 | $1.17M | Sell |
2,340
-36
| -2% | -$17.9K | 0.09% | 88 |
|
2024
Q3 | $1.23M | Sell |
2,376
-241
| -9% | -$125K | 0.15% | 84 |
|
2024
Q2 | $1.17M | Sell |
2,617
-547
| -17% | -$244K | 0.1% | 85 |
|
2024
Q1 | $1.35M | Sell |
3,164
-460
| -13% | -$196K | 0.12% | 83 |
|
2023
Q4 | $1.6M | Sell |
3,624
-324
| -8% | -$143K | 0.15% | 73 |
|
2023
Q3 | $1.44M | Sell |
3,948
-168
| -4% | -$61.4K | 0.16% | 75 |
|
2023
Q2 | $1.65M | Sell |
4,116
-201
| -5% | -$80.6K | 0.17% | 70 |
|
2023
Q1 | $1.49M | Sell |
4,317
-261
| -6% | -$90K | 0.16% | 79 |
|
2022
Q4 | $1.53M | Sell |
4,578
-181
| -4% | -$60.6K | 0.18% | 72 |
|
2022
Q3 | $1.45M | Sell |
4,759
-29
| -0.6% | -$8.86K | 0.19% | 70 |
|
2022
Q2 | $1.61M | Buy |
4,788
+406
| +9% | +$137K | 0.19% | 73 |
|
2022
Q1 | $1.8M | Buy |
+4,382
| New | +$1.8M | 0.2% | 71 |
|