Cambridge Investment Research Advisors’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 | $32.2M | Buy |
61,084
+913
| +2% | +$481K | 0.1% | 203 |
|
|
2025
Q1 | $30.6M | Buy |
60,171
+1,194
| +2% | +$607K | 0.1% | 195 |
|
|
2024
Q4 | $29.4M | Sell |
58,977
-1,532
| -3% | -$763K | 0.1% | 193 |
|
|
2024
Q3 | $31.3M | Buy |
60,509
+2,204
| +4% | +$1.14M | 0.11% | 188 |
|
|
2024
Q2 | $26M | Sell |
58,305
-1,047
| -2% | -$467K | 0.1% | 198 |
|
|
2024
Q1 | $25.3M | Buy |
59,352
+1,161
| +2% | +$494K | 0.1% | 200 |
|
|
2023
Q4 | $25.6M | Buy |
58,191
+405
| +0.7% | +$178K | 0.11% | 181 |
|
|
2023
Q3 | $21.1M | Buy |
57,786
+1,320
| +2% | +$482K | 0.1% | 202 |
|
|
2023
Q2 | $22.6M | Sell |
56,466
-230
| -0.4% | -$92.2K | 0.1% | 195 |
|
|
2023
Q1 | $19.5M | Buy |
56,696
+223
| +0.4% | +$76.9K | 0.1% | 223 |
|
|
2022
Q4 | $18.9M | Sell |
56,473
-2,440
| -4% | -$817K | 0.1% | 202 |
|
|
2022
Q3 | $18M | Sell |
58,913
-7,429
| -11% | -$2.27M | 0.1% | 204 |
|
|
2022
Q2 | $22.4M | Sell |
66,342
-1,791
| -3% | -$604K | 0.12% | 177 |
|
|
2022
Q1 | $27.9M | Sell |
68,133
-1,294
| -2% | -$531K | 0.13% | 169 |
|
|
2021
Q4 | $32.8M | Buy |
69,427
+743
| +1% | +$351K | 0.15% | 144 |
|
|
2021
Q3 | $29.2M | Buy |
68,684
+10,769
| +19% | +$4.58M | 0.14% | 144 |
|
|
2021
Q2 | $23.8M | Buy |
57,915
+2,560
| +5% | +$1.05M | 0.11% | 180 |
|
|
2021
Q1 | $19.5M | Buy |
55,355
+3,872
| +8% | +$1.37M | 0.11% | 200 |
|
|
2020
Q4 | $16.9M | Buy |
51,483
+38,003
| +282% | +$12.5M | 0.1% | 203 |
|
|
2020
Q3 | $4.86M | Buy |
13,480
+1,117
| +9% | +$403K | 0.03% | 473 |
|
|
2020
Q2 | $4.07M | Sell |
12,363
-55
| -0.4% | -$18.1K | 0.03% | 509 |
|
|
2020
Q1 | $3.04M | Sell |
12,418
-291
| -2% | -$71.3K | 0.03% | 518 |
|
|
2019
Q4 | $3.47M | Buy |
12,709
+5,373
| +73% | +$1.47M | 0.03% | 595 |
|
|
2019
Q3 | $1.8M | Sell |
7,336
-1,372
| -16% | -$336K | 0.02% | 800 |
|
|
2019
Q2 | $1.98M | Buy |
8,708
+545
| +7% | +$124K | 0.02% | 713 |
|
|
2019
Q1 | $1.72M | Buy |
8,163
+3,735
| +84% | +$787K | 0.02% | 778 |
|
|
2018
Q4 | $752K | Sell |
4,428
-4,405
| -50% | -$748K | 0.01% | 1093 |
|
|
2018
Q3 | $1.73M | Buy |
8,833
+585
| +7% | +$114K | 0.02% | 749 |
|
|
2018
Q2 | $1.68M | Buy |
8,248
+3,010
| +57% | +$614K | 0.02% | 718 |
|
|
2018
Q1 | $1M | Buy |
5,238
+616
| +13% | +$118K | 0.01% | 941 |
|
|
2017
Q4 | $783K | Buy |
4,622
+76
| +2% | +$12.9K | 0.01% | 1038 |
|
|
2017
Q3 | $711K | Buy |
4,546
+520
| +13% | +$81.3K | 0.01% | 1017 |
|
|
2017
Q2 | $588K | Sell |
4,026
-503
| -11% | -$73.5K | 0.01% | 1097 |
|
|
2017
Q1 | $592K | Buy |
4,529
+1,482
| +49% | +$194K | 0.01% | 986 |
|
|
2016
Q4 | $328K | Sell |
3,047
-265
| -8% | -$28.5K | 0.01% | 1224 |
|
|
2016
Q3 | $419K | Buy |
3,312
+186
| +6% | +$23.5K | 0.01% | 1131 |
|
|
2016
Q2 | $335K | Buy |
+3,126
| New | +$335K | 0.01% | 1126 |
|