Dumont & Blake Investment 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 | $276K | Hold |
523
| – | – | 0.07% | 167 |
|
|
2025
Q1 | $266K | Sell |
523
-42
| -7% | -$21.3K | 0.07% | 166 |
|
|
2024
Q4 | $281K | Buy |
565
+3
| +0.5% | +$1.49K | 0.08% | 171 |
|
|
2024
Q3 | $290K | Sell |
562
-562
| -50% | -$290K | 0.08% | 170 |
|
|
2024
Q2 | $501K | Buy |
1,124
+562
| +100% | +$251K | 0.07% | 175 |
|
|
2024
Q1 | $239K | Sell |
562
-155
| -22% | -$65.9K | 0.07% | 181 |
|
|
2023
Q4 | $316K | Buy |
+717
| New | +$316K | 0.1% | 152 |
|