Financial Management Professionals’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 | $127K | Buy |
241
+170
| +239% | +$89.6K | 0.01% | 178 |
|
2025
Q1 | $36.1K | Sell |
71
-4
| -5% | -$2.03K | ﹤0.01% | 310 |
|
2024
Q4 | $37.4K | Sell |
75
-13
| -15% | -$6.47K | ﹤0.01% | 312 |
|
2024
Q3 | $45K | Buy |
88
+25
| +40% | +$12.8K | 0.01% | 279 |
|
2024
Q2 | $28K | Hold |
63
| – | – | ﹤0.01% | 338 |
|
2024
Q1 | $27K | Buy |
63
+2
| +3% | +$857 | ﹤0.01% | 370 |
|
2023
Q4 | $27K | Hold |
61
| – | – | ﹤0.01% | 351 |
|
2023
Q3 | $22K | Hold |
61
| – | – | ﹤0.01% | 360 |
|
2023
Q2 | $24K | Buy |
61
+6
| +11% | +$2.36K | ﹤0.01% | 369 |
|
2023
Q1 | $19K | Sell |
55
-6
| -10% | -$2.07K | ﹤0.01% | 441 |
|
2022
Q4 | $20K | Hold |
61
| – | – | ﹤0.01% | 380 |
|
2022
Q3 | $19K | Buy |
61
+16
| +36% | +$4.98K | ﹤0.01% | 357 |
|
2022
Q2 | $15K | Sell |
45
-7
| -13% | -$2.33K | ﹤0.01% | 413 |
|
2022
Q1 | $21K | Buy |
52
+45
| +643% | +$18.2K | ﹤0.01% | 353 |
|
2021
Q4 | $3K | Hold |
7
| – | – | ﹤0.01% | 686 |
|
2021
Q3 | $3K | Hold |
7
| – | – | ﹤0.01% | 679 |
|
2021
Q2 | $3K | Hold |
7
| – | – | ﹤0.01% | 626 |
|
2021
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 594 |
|
2020
Q4 | $2K | Sell |
7
-5
| -42% | -$1.43K | ﹤0.01% | 569 |
|
2020
Q3 | $4K | Buy |
12
+5
| +71% | +$1.67K | ﹤0.01% | 439 |
|
2020
Q2 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 518 |
|