CoreFirst Bank & Trust’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 | $601K | Sell |
1,140
-315
| -22% | -$166K | 0.34% | 65 |
|
|
2025
Q1 | $739K | Hold |
1,455
| – | – | 0.48% | 54 |
|
|
2024
Q4 | $725K | Sell |
1,455
-35
| -2% | -$17.4K | 0.43% | 53 |
|
|
2024
Q3 | $770K | Sell |
1,490
-80
| -5% | -$41.3K | 0.44% | 51 |
|
|
2024
Q2 | $700K | Sell |
1,570
-24
| -2% | -$10.7K | 0.47% | 53 |
|
|
2024
Q1 | $678K | Hold |
1,594
| – | – | 0.42% | 56 |
|
|
2023
Q4 | $702K | Hold |
1,594
| – | – | 0.47% | 51 |
|
|
2023
Q3 | $582K | Hold |
1,594
| – | – | 0.41% | 62 |
|
|
2023
Q2 | $639K | Sell |
1,594
-92
| -5% | -$36.9K | 0.45% | 52 |
|
|
2023
Q1 | $581K | Sell |
1,686
-15
| -0.9% | -$5.17K | 0.42% | 59 |
|
|
2022
Q4 | $570K | Hold |
1,701
| – | – | 0.43% | 56 |
|
|
2022
Q3 | $519K | Hold |
1,701
| – | – | 0.45% | 53 |
|
|
2022
Q2 | $573K | Sell |
1,701
-38
| -2% | -$12.8K | 0.45% | 48 |
|
|
2022
Q1 | $713K | Hold |
1,739
| – | – | 0.49% | 49 |
|
|
2021
Q4 | $821K | Sell |
1,739
-54
| -3% | -$25.5K | 0.53% | 46 |
|
|
2021
Q3 | $762K | Buy |
1,793
+364
| +25% | +$155K | 0.53% | 43 |
|
|
2021
Q2 | $587K | Sell |
1,429
-364
| -20% | -$150K | 0.4% | 59 |
|
|
2021
Q1 | $633K | Hold |
1,793
| – | – | 0.43% | 54 |
|
|
2020
Q4 | $589K | Buy |
+1,793
| New | +$589K | 0.44% | 53 |
|