First National Bank of South Miami’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $346K | Sell |
863
-199
| -19% | -$79.8K | 0.28% | 76 |
|
|
2023
Q1 | $366K | Sell |
1,062
-137
| -11% | -$47.2K | 0.29% | 79 |
|
|
2022
Q4 | $402K | Sell |
1,199
-92
| -7% | -$30.8K | 0.3% | 78 |
|
|
2022
Q3 | $394K | Sell |
1,291
-1
| -0.1% | -$305 | 0.31% | 76 |
|
|
2022
Q2 | $435K | Sell |
1,292
-5
| -0.4% | -$1.68K | 0.3% | 77 |
|
|
2022
Q1 | $532K | Sell |
1,297
-3
| -0.2% | -$1.23K | 0.32% | 77 |
|
|
2021
Q4 | $614K | Hold |
1,300
| – | – | 0.37% | 66 |
|
|
2021
Q3 | $552K | Sell |
1,300
-4
| -0.3% | -$1.7K | 0.37% | 69 |
|
|
2021
Q2 | $535K | Sell |
1,304
-10
| -0.8% | -$4.1K | 0.37% | 69 |
|
|
2021
Q1 | $464K | Sell |
1,314
-4
| -0.3% | -$1.41K | 0.35% | 70 |
|
|
2020
Q4 | $433K | Sell |
1,318
-4
| -0.3% | -$1.31K | 0.37% | 65 |
|
|
2020
Q3 | $477K | Sell |
1,322
-33
| -2% | -$11.9K | 0.45% | 59 |
|
|
2020
Q2 | $446K | Sell |
1,355
-51
| -4% | -$16.8K | 0.48% | 60 |
|
|
2020
Q1 | $345K | Sell |
1,406
-15
| -1% | -$3.68K | 0.43% | 68 |
|
|
2019
Q4 | $388K | Buy |
1,421
+10
| +0.7% | +$2.73K | 0.38% | 73 |
|
|
2019
Q3 | $367K | Hold |
1,411
| – | – | 0.35% | 78 |
|
|
2019
Q2 | $346K | Sell |
1,411
-178
| -11% | -$43.6K | 0.32% | 78 |
|
|
2019
Q1 | $335K | Hold |
1,589
| – | – | 0.32% | 79 |
|
|
2018
Q4 | $305K | Buy |
+1,589
| New | +$305K | 0.3% | 83 |
|