Douglas Lane & Associates’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 | $912K | Buy |
1,730
+8
| +0.5% | +$4.22K | 0.01% | 160 |
|
|
2025
Q1 | $875K | Sell |
1,722
-33
| -2% | -$16.8K | 0.01% | 163 |
|
|
2024
Q4 | $874K | Hold |
1,755
| – | – | 0.01% | 164 |
|
|
2024
Q3 | $907K | Sell |
1,755
-30
| -2% | -$15.5K | 0.01% | 164 |
|
|
2024
Q2 | $796K | Sell |
1,785
-200
| -10% | -$89.2K | 0.01% | 167 |
|
|
2024
Q1 | $845K | Buy |
1,985
+32
| +2% | +$13.6K | 0.01% | 167 |
|
|
2023
Q4 | $860K | Sell |
1,953
-20
| -1% | -$8.81K | 0.01% | 162 |
|
|
2023
Q3 | $721K | Buy |
1,973
+261
| +15% | +$95.4K | 0.01% | 158 |
|
|
2023
Q2 | $686K | Buy |
1,712
+391
| +30% | +$157K | 0.01% | 165 |
|
|
2023
Q1 | $455K | Buy |
1,321
+5
| +0.4% | +$1.72K | 0.01% | 181 |
|
|
2022
Q4 | $441K | Buy |
1,316
+172
| +15% | +$57.6K | 0.01% | 183 |
|
|
2022
Q3 | $349K | Sell |
1,144
-128
| -10% | -$39K | 0.01% | 187 |
|
|
2022
Q2 | $429K | Hold |
1,272
| – | – | 0.01% | 183 |
|
|
2022
Q1 | $522K | Buy |
1,272
+129
| +11% | +$52.9K | 0.01% | 178 |
|
|
2021
Q4 | $539K | Sell |
1,143
-22
| -2% | -$10.4K | 0.01% | 175 |
|
|
2021
Q3 | $495K | Buy |
1,165
+359
| +45% | +$153K | 0.01% | 176 |
|
|
2021
Q2 | $331K | Hold |
806
| – | – | ﹤0.01% | 189 |
|
|
2021
Q1 | $284K | Buy |
+806
| New | +$284K | ﹤0.01% | 189 |
|