Bruce G. Allen 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 | $133K | Sell |
253
-1
| -0.4% | -$527 | 0.1% | 118 |
|
|
2025
Q1 | $129K | Sell |
254
-9
| -3% | -$4.57K | 0.1% | 117 |
|
|
2024
Q4 | $131K | Sell |
263
-1
| -0.4% | -$498 | 0.11% | 119 |
|
|
2024
Q3 | $136K | Sell |
264
-43
| -14% | -$22.2K | 0.11% | 122 |
|
|
2024
Q2 | $137K | Sell |
307
-25
| -8% | -$11.2K | 0.12% | 111 |
|
|
2024
Q1 | $141K | Buy |
332
+48
| +17% | +$20.4K | 0.12% | 108 |
|
|
2023
Q4 | $125K | Buy |
+284
| New | +$125K | 0.11% | 117 |
|