Catalina Capital Group’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 | $239K | Sell |
454
-162
| -26% | -$85.4K | 0.16% | 116 |
|
|
2025
Q1 | $313K | Sell |
616
-913
| -60% | -$464K | 0.2% | 98 |
|
|
2024
Q4 | $762K | Buy |
1,529
+34
| +2% | +$16.9K | 0.25% | 77 |
|
|
2024
Q3 | $772K | Buy |
1,495
+106
| +8% | +$54.8K | 0.26% | 77 |
|
|
2024
Q2 | $620K | Buy |
1,389
+45
| +3% | +$20.1K | 0.23% | 87 |
|
|
2024
Q1 | $572K | Buy |
1,344
+567
| +73% | +$241K | 0.24% | 84 |
|
|
2023
Q4 | $342K | Buy |
+777
| New | +$342K | 0.23% | 81 |
|