Burney Company’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 | $378K | Sell |
718
-1,129
| -61% | -$595K | 0.01% | 461 |
|
|
2025
Q1 | $939K | Sell |
1,847
-17
| -0.9% | -$8.64K | 0.03% | 320 |
|
|
2024
Q4 | $928K | Buy |
1,864
+474
| +34% | +$236K | 0.03% | 323 |
|
|
2024
Q3 | $718K | Buy |
1,390
+25
| +2% | +$12.9K | 0.03% | 378 |
|
|
2024
Q2 | $609K | Buy |
1,365
+56
| +4% | +$25K | 0.02% | 390 |
|
|
2024
Q1 | $557K | Buy |
1,309
+589
| +82% | +$251K | 0.02% | 416 |
|
|
2023
Q4 | $317K | Sell |
720
-33
| -4% | -$14.5K | 0.01% | 488 |
|
|
2023
Q3 | $275K | Sell |
753
-48
| -6% | -$17.5K | 0.01% | 496 |
|
|
2023
Q2 | $321K | Buy |
801
+70
| +10% | +$28.1K | 0.01% | 480 |
|
|
2023
Q1 | $252K | Sell |
731
-175
| -19% | -$60.3K | 0.01% | 510 |
|
|
2022
Q4 | $303K | Sell |
906
-8
| -0.9% | -$2.68K | 0.02% | 472 |
|
|
2022
Q3 | $279K | Sell |
914
-225
| -20% | -$68.7K | 0.02% | 481 |
|
|
2022
Q2 | $384K | Sell |
1,139
-563
| -33% | -$190K | 0.02% | 442 |
|
|
2022
Q1 | $698K | Buy |
+1,702
| New | +$698K | 0.03% | 381 |
|
|
2018
Q3 | – | Sell |
-3,820
| Closed | -$779K | – | 467 |
|
|
2018
Q2 | $779K | Sell |
3,820
-20
| -0.5% | -$4.08K | 0.05% | 274 |
|
|
2018
Q1 | $734K | Buy |
3,840
+20
| +0.5% | +$3.82K | 0.05% | 263 |
|
|
2017
Q4 | $647K | Buy |
3,820
+55
| +1% | +$9.32K | 0.04% | 273 |
|
|
2017
Q3 | $586K | Sell |
3,765
-125
| -3% | -$19.5K | 0.04% | 267 |
|
|
2017
Q2 | $568K | Buy |
+3,890
| New | +$568K | 0.04% | 266 |
|