EF
Empirical Finance’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Buy |
10,531
+73
| +0.7% | +$38.5K | 0.29% | 66 |
|
|
2025
Q1 | $5.31M | Buy |
10,458
+154
| +1% | +$78.2K | 0.32% | 63 |
|
|
2024
Q4 | $5.13M | Sell |
10,304
-113
| -1% | -$56.3K | 0.3% | 63 |
|
|
2024
Q3 | $5.38M | Buy |
10,417
+263
| +3% | +$136K | 0.31% | 66 |
|
|
2024
Q2 | $4.53M | Sell |
10,154
-672
| -6% | -$300K | 0.28% | 74 |
|
|
2024
Q1 | $4.61M | Buy |
10,826
+391
| +4% | +$166K | 0.28% | 74 |
|
|
2023
Q4 | $4.6M | Buy |
10,435
+71
| +0.7% | +$31.3K | 0.32% | 67 |
|
|
2023
Q3 | $3.79M | Buy |
10,364
+1,122
| +12% | +$410K | 0.28% | 71 |
|
|
2023
Q2 | $3.71M | Buy |
9,242
+1,166
| +14% | +$467K | 0.29% | 71 |
|
|
2023
Q1 | $2.78M | Buy |
8,076
+446
| +6% | +$154K | 0.26% | 84 |
|
|
2022
Q4 | $2.56M | Buy |
7,630
+723
| +10% | +$242K | 0.26% | 82 |
|
|
2022
Q3 | $2.11M | Buy |
6,907
+1,383
| +25% | +$422K | 0.25% | 80 |
|
|
2022
Q2 | $1.86M | Buy |
5,524
+395
| +8% | +$133K | 0.24% | 76 |
|
|
2022
Q1 | $2.1M | Buy |
5,129
+974
| +23% | +$400K | 0.24% | 80 |
|
|
2021
Q4 | $1.96M | Buy |
4,155
+1,098
| +36% | +$518K | 0.23% | 78 |
|
|
2021
Q3 | $1.3M | Buy |
3,057
+173
| +6% | +$73.5K | 0.2% | 108 |
|
|
2021
Q2 | $1.18M | Buy |
2,884
+406
| +16% | +$167K | 0.19% | 111 |
|
|
2021
Q1 | $815K | Hold |
2,478
| – | – | 0.14% | 156 |
|
|
2020
Q4 | $815K | Buy |
2,478
+429
| +21% | +$141K | 0.14% | 156 |
|
|
2020
Q3 | $739K | Buy |
2,049
+412
| +25% | +$149K | 0.16% | 143 |
|
|
2020
Q2 | $539K | Buy |
1,637
+194
| +13% | +$63.9K | 0.14% | 140 |
|
|
2020
Q1 | $354K | Buy |
1,443
+514
| +55% | +$126K | 0.11% | 144 |
|
|
2019
Q4 | $254K | Buy |
+929
| New | +$254K | 0.06% | 180 |
|
|
2018
Q4 | – | Sell |
-1,624
| Closed | -$317K | – | 174 |
|
|
2018
Q3 | $317K | Buy |
1,624
+56
| +4% | +$10.9K | 0.08% | 121 |
|
|
2018
Q2 | $320K | Buy |
+1,568
| New | +$320K | 0.08% | 103 |
|
|
2017
Q4 | – | Sell |
-1,400
| Closed | -$219K | – | 142 |
|
|
2017
Q3 | $219K | Buy |
+1,400
| New | +$219K | 0.08% | 127 |
|
|
2017
Q1 | – | Sell |
-229
| Closed | -$25K | – | 501 |
|
|
2016
Q4 | $25K | Buy |
+229
| New | +$25K | 0.02% | 172 |
|