Financial Insights’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 | $229K | Buy |
+434
| New | +$229K | 0.08% | 113 |
|
|
2024
Q4 | – | Sell |
-665
| Closed | -$344K | – | 141 |
|
|
2024
Q3 | $344K | Sell |
665
-677
| -50% | -$350K | 0.11% | 104 |
|
|
2024
Q2 | $599K | Sell |
1,342
-302
| -18% | -$135K | 0.17% | 87 |
|
|
2024
Q1 | $699K | Sell |
1,644
-235
| -13% | -$100K | 0.2% | 81 |
|
|
2023
Q4 | $828K | Buy |
1,879
+93
| +5% | +$41K | 0.26% | 72 |
|
|
2023
Q3 | $624K | Buy |
1,786
+383
| +27% | +$134K | 0.22% | 80 |
|
|
2023
Q2 | $562K | Buy |
1,403
+175
| +14% | +$70.2K | 0.21% | 87 |
|
|
2023
Q1 | $423K | Buy |
1,228
+516
| +72% | +$178K | 0.17% | 104 |
|
|
2022
Q4 | $238K | Buy |
+712
| New | +$238K | 0.11% | 128 |
|