Clayton Financial 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 | – | Sell |
-701
| Closed | -$356K | – | 102 |
|
|
2025
Q1 | $356K | Sell |
701
-81
| -10% | -$41.2K | 0.13% | 82 |
|
|
2024
Q4 | $389K | Hold |
782
| – | – | 0.14% | 78 |
|
|
2024
Q3 | $404K | Sell |
782
-141
| -15% | -$72.8K | 0.15% | 76 |
|
|
2024
Q2 | $393K | Hold |
923
| – | – | 0.17% | 68 |
|
|
2024
Q1 | $393K | Buy |
+923
| New | +$393K | 0.18% | 68 |
|