Callan Family Office’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 | $18.1M | Buy |
34,359
+13,245
| +63% | +$6.98M | 0.57% | 27 |
|
|
2025
Q1 | $10.7M | Buy |
21,114
+2,390
| +13% | +$1.21M | 0.8% | 24 |
|
|
2024
Q4 | $9.33M | Buy |
18,724
+17,793
| +1,911% | +$8.86M | 0.59% | 29 |
|
|
2024
Q3 | $481K | Buy |
931
+418
| +81% | +$216K | 0.08% | 104 |
|
|
2024
Q2 | $229K | Buy |
+513
| New | +$229K | 0.04% | 138 |
|
|
2024
Q1 | – | Sell |
-477
| Closed | -$210K | – | 107 |
|
|
2023
Q4 | $210K | Buy |
+477
| New | +$210K | 0.05% | 98 |
|
|
2023
Q2 | – | Sell |
-708
| Closed | -$244K | – | 150 |
|
|
2023
Q1 | $244K | Buy |
708
+34
| +5% | +$11.7K | 0.06% | 145 |
|
|
2022
Q4 | $226K | Buy |
+674
| New | +$226K | 0.07% | 93 |
|