Chicago Partners Investment 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 | $988K | Buy |
1,879
+248
| +15% | +$130K | 0.03% | 400 |
|
|
2025
Q1 | $825K | Buy |
1,631
+196
| +14% | +$99.1K | 0.03% | 398 |
|
|
2024
Q4 | $712K | Buy |
1,435
+90
| +7% | +$44.6K | 0.02% | 419 |
|
|
2024
Q3 | $687K | Buy |
1,345
+232
| +21% | +$119K | 0.02% | 410 |
|
|
2024
Q2 | $544K | Sell |
1,113
-32
| -3% | -$15.6K | 0.02% | 443 |
|
|
2024
Q1 | $473K | Buy |
1,145
+122
| +12% | +$50.4K | 0.02% | 464 |
|
|
2023
Q4 | $456K | Sell |
1,023
-53
| -5% | -$23.6K | 0.02% | 447 |
|
|
2023
Q3 | $377K | Buy |
1,076
+71
| +7% | +$24.9K | 0.02% | 464 |
|
|
2023
Q2 | $396K | Sell |
1,005
-185
| -16% | -$73K | 0.02% | 469 |
|
|
2023
Q1 | $414K | Buy |
1,190
+44
| +4% | +$15.3K | 0.02% | 430 |
|
|
2022
Q4 | $425K | Sell |
1,146
-82
| -7% | -$30.4K | 0.03% | 411 |
|
|
2022
Q3 | $392K | Sell |
1,228
-4
| -0.3% | -$1.28K | 0.03% | 392 |
|
|
2022
Q2 | $464K | Buy |
1,232
+39
| +3% | +$14.7K | 0.03% | 344 |
|
|
2022
Q1 | $394K | Buy |
1,193
+301
| +34% | +$99.4K | 0.03% | 365 |
|
|
2021
Q4 | $340K | Buy |
892
+70
| +9% | +$26.7K | 0.02% | 413 |
|
|
2021
Q3 | $371K | Buy |
822
+9
| +1% | +$4.06K | 0.03% | 394 |
|
|
2021
Q2 | $336K | Buy |
813
+79
| +11% | +$32.6K | 0.03% | 404 |
|
|
2021
Q1 | $282K | Buy |
+734
| New | +$282K | 0.02% | 414 |
|