Financial Perspectives’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 | $274K | Buy |
519
+13
| +3% | +$6.86K | 0.08% | 127 |
|
|
2025
Q1 | $264K | Sell |
506
-13
| -3% | -$6.78K | 0.09% | 118 |
|
|
2024
Q4 | $259K | Hold |
519
| – | – | 0.09% | 123 |
|
|
2024
Q3 | $268K | Hold |
519
| – | – | 0.09% | 120 |
|
|
2024
Q2 | $232K | Hold |
519
| – | – | 0.09% | 130 |
|
|
2024
Q1 | $221K | Sell |
519
-1
| -0.2% | -$426 | 0.08% | 134 |
|
|
2023
Q4 | $229K | Buy |
520
+1
| +0.2% | +$441 | 0.09% | 130 |
|
|
2023
Q3 | $190K | Hold |
519
| – | – | 0.09% | 134 |
|
|
2023
Q2 | $208K | Hold |
519
| – | – | 0.09% | 126 |
|
|
2023
Q1 | $179K | Hold |
519
| – | – | 0.09% | 132 |
|
|
2022
Q4 | $174K | Hold |
519
| – | – | 0.09% | 130 |
|
|
2022
Q3 | $158K | Hold |
519
| – | – | 0.09% | 133 |
|
|
2022
Q2 | $175K | Hold |
519
| – | – | 0.1% | 125 |
|
|
2022
Q1 | $213K | Buy |
+519
| New | +$213K | 0.1% | 124 |
|