Everett Harris & Co’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 | $1.06M | Buy |
2,005
+608
| +44% | +$321K | 0.01% | 154 |
|
|
2025
Q1 | $710K | Hold |
1,397
| – | – | 0.01% | 181 |
|
|
2024
Q4 | $696K | Buy |
1,397
+52
| +4% | +$25.9K | 0.01% | 171 |
|
|
2024
Q3 | $695K | Hold |
1,345
| – | – | 0.01% | 163 |
|
|
2024
Q2 | $600K | Buy |
1,345
+457
| +51% | +$204K | 0.01% | 170 |
|
|
2024
Q1 | $378K | Hold |
888
| – | – | 0.01% | 203 |
|
|
2023
Q4 | $391K | Buy |
888
+8
| +0.9% | +$3.52K | 0.01% | 198 |
|
|
2023
Q3 | $322K | Hold |
880
| – | – | 0.01% | 206 |
|
|
2023
Q2 | $353K | Hold |
880
| – | – | 0.01% | 204 |
|
|
2023
Q1 | $303K | Hold |
880
| – | – | ﹤0.01% | 213 |
|
|
2022
Q4 | $295K | Hold |
880
| – | – | 0.01% | 214 |
|
|
2022
Q3 | $269K | Sell |
880
-50
| -5% | -$15.3K | 0.01% | 217 |
|
|
2022
Q2 | $313K | Hold |
930
| – | – | 0.01% | 213 |
|
|
2022
Q1 | $381K | Hold |
930
| – | – | 0.01% | 208 |
|
|
2021
Q4 | $439K | Hold |
930
| – | – | 0.01% | 201 |
|
|
2021
Q3 | $395K | Hold |
930
| – | – | 0.01% | 201 |
|
|
2021
Q2 | $382K | Hold |
930
| – | – | 0.01% | 206 |
|
|
2021
Q1 | $328K | Hold |
930
| – | – | 0.01% | 213 |
|
|
2020
Q4 | $306K | Hold |
930
| – | – | 0.01% | 216 |
|
|
2020
Q3 | $335K | Hold |
930
| – | – | 0.01% | 194 |
|
|
2020
Q2 | $306K | Buy |
+930
| New | +$306K | 0.01% | 193 |
|