Court Place 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 | $8.97M | Buy |
17,014
+35
| +0.2% | +$18.5K | 2.82% | 7 |
|
|
2025
Q1 | $8.63M | Sell |
16,979
-328
| -2% | -$167K | 2.86% | 8 |
|
|
2024
Q4 | $8.62M | Sell |
17,307
-588
| -3% | -$293K | 2.8% | 8 |
|
|
2024
Q3 | $9.24M | Sell |
17,895
-25
| -0.1% | -$12.9K | 2.7% | 8 |
|
|
2024
Q2 | $7.99M | Buy |
17,920
+904
| +5% | +$403K | 2.51% | 8 |
|
|
2024
Q1 | $7.24M | Sell |
17,016
-1,635
| -9% | -$696K | 2.34% | 8 |
|
|
2023
Q4 | $8.22M | Sell |
18,651
-56
| -0.3% | -$24.7K | 2.7% | 8 |
|
|
2023
Q3 | $6.84M | Sell |
18,707
-107
| -0.6% | -$39.1K | 2.43% | 9 |
|
|
2023
Q2 | $7.54M | Sell |
18,814
-165
| -0.9% | -$66.1K | 2.64% | 8 |
|
|
2023
Q1 | $6.54M | Sell |
18,979
-76
| -0.4% | -$26.2K | 2.37% | 9 |
|
|
2022
Q4 | $6.38M | Buy |
19,055
+13
| +0.1% | +$4.35K | 2.31% | 8 |
|
|
2022
Q3 | $5.82M | Sell |
19,042
-40
| -0.2% | -$12.2K | 2.34% | 8 |
|
|
2022
Q2 | $6.43M | Hold |
19,082
| – | – | 2.43% | 8 |
|
|
2022
Q1 | $7.83M | Sell |
19,082
-1,321
| -6% | -$542K | 2.53% | 8 |
|
|
2021
Q4 | $9.63M | Sell |
20,403
-615
| -3% | -$290K | 2.65% | 8 |
|
|
2021
Q3 | $8.93M | Hold |
21,018
| – | – | 2.64% | 7 |
|
|
2021
Q2 | $8.63M | Buy |
21,018
+1,341
| +7% | +$550K | 2.51% | 7 |
|
|
2021
Q1 | $6.94M | Sell |
19,677
-900
| -4% | -$318K | 2.15% | 11 |
|
|
2020
Q4 | $6.76M | Sell |
20,577
-262
| -1% | -$86.1K | 2.26% | 9 |
|
|
2020
Q3 | $7.51M | Sell |
20,839
-129
| -0.6% | -$46.5K | 2.81% | 6 |
|
|
2020
Q2 | $6.91M | Buy |
20,968
+109
| +0.5% | +$35.9K | 2.69% | 7 |
|
|
2020
Q1 | $5.11M | Sell |
20,859
-743
| -3% | -$182K | 2.29% | 8 |
|
|
2019
Q4 | $5.9M | Buy |
21,602
+520
| +2% | +$142K | 2.13% | 10 |
|
|
2019
Q3 | $5.17M | Sell |
21,082
-153
| -0.7% | -$37.5K | 2% | 12 |
|
|
2019
Q2 | $4.84M | Sell |
21,235
-145
| -0.7% | -$33K | 1.9% | 13 |
|
|
2019
Q1 | $4.5M | Sell |
21,380
-100
| -0.5% | -$21.1K | 1.82% | 14 |
|
|
2018
Q4 | $3.65M | Buy |
21,480
+430
| +2% | +$73.1K | 1.66% | 15 |
|
|
2018
Q3 | $4.11M | Sell |
21,050
-50
| -0.2% | -$9.77K | 1.56% | 17 |
|
|
2018
Q2 | $4.3M | Sell |
21,100
-100
| -0.5% | -$20.4K | 1.78% | 14 |
|
|
2018
Q1 | $4.05M | Sell |
21,200
-300
| -1% | -$57.3K | 1.69% | 15 |
|
|
2017
Q4 | $3.64M | Sell |
21,500
-50
| -0.2% | -$8.47K | 1.5% | 17 |
|
|
2017
Q3 | $3.37M | Sell |
21,550
-170
| -0.8% | -$26.6K | 1.5% | 18 |
|
|
2017
Q2 | $3.17M | Sell |
21,720
-240
| -1% | -$35K | 1.51% | 17 |
|
|
2017
Q1 | $2.87M | Hold |
21,960
| – | – | 1.41% | 19 |
|
|
2016
Q4 | $2.36M | Hold |
21,960
| – | – | 1.23% | 24 |
|
|
2016
Q3 | $2.78M | Buy |
21,960
+342
| +2% | +$43.3K | 1.55% | 18 |
|
|
2016
Q2 | $2.32M | Buy |
+21,618
| New | +$2.32M | 1.34% | 23 |
|