Calamos Wealth Management’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 | $13.8M | Buy |
26,150
+682
| +3% | +$360K | 0.58% | 42 |
|
|
2025
Q1 | $12.9M | Buy |
25,468
+1,318
| +5% | +$670K | 0.65% | 39 |
|
|
2024
Q4 | $12M | Buy |
24,150
+53
| +0.2% | +$26.4K | 0.6% | 40 |
|
|
2024
Q3 | $12.4M | Buy |
24,097
+98
| +0.4% | +$50.6K | 0.64% | 40 |
|
|
2024
Q2 | $10.7M | Buy |
23,999
+632
| +3% | +$282K | 0.57% | 43 |
|
|
2024
Q1 | $9.94M | Buy |
23,367
+225
| +1% | +$95.7K | 0.56% | 47 |
|
|
2023
Q4 | $10.2M | Buy |
23,142
+22,356
| +2,844% | +$9.85M | 0.64% | 47 |
|
|
2023
Q3 | $287K | Buy |
786
+6
| +0.8% | +$2.19K | 0.02% | 258 |
|
|
2023
Q2 | $313K | Buy |
780
+10
| +1% | +$4.01K | 0.02% | 252 |
|
|
2023
Q1 | $265K | Sell |
770
-47
| -6% | -$16.2K | 0.02% | 269 |
|
|
2022
Q4 | $274K | Buy |
817
+40
| +5% | +$13.4K | 0.02% | 267 |
|
|
2022
Q3 | $237K | Sell |
777
-829
| -52% | -$253K | 0.02% | 272 |
|
|
2022
Q2 | $541K | Sell |
1,606
-715
| -31% | -$241K | 0.05% | 194 |
|
|
2022
Q1 | $952K | Buy |
+2,321
| New | +$952K | 0.07% | 165 |
|
|
2020
Q3 | – | Sell |
-1,513
| Closed | -$499K | – | 269 |
|
|
2020
Q2 | $499K | Buy |
+1,513
| New | +$499K | 0.06% | 185 |
|
|
2017
Q1 | – | Sell |
-10,276
| Closed | -$1.11M | – | 248 |
|
|
2016
Q4 | $1.11M | Buy |
10,276
+2,506
| +32% | +$269K | 0.18% | 149 |
|
|
2016
Q3 | $983K | Buy |
+7,770
| New | +$983K | 0.17% | 148 |
|