Forum Financial Management’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 | $1.63M | Buy |
3,098
+120
| +4% | +$63.3K | 0.02% | 150 |
|
|
2025
Q1 | $1.51M | Sell |
2,978
-6
| -0.2% | -$3.05K | 0.03% | 153 |
|
|
2024
Q4 | $1.49M | Buy |
2,984
+479
| +19% | +$239K | 0.02% | 157 |
|
|
2024
Q3 | $1.29M | Hold |
2,505
| – | – | 0.02% | 149 |
|
|
2024
Q2 | $1.12M | Buy |
2,505
+10
| +0.4% | +$4.46K | 0.02% | 154 |
|
|
2024
Q1 | $1.06M | Sell |
2,495
-1
| -0% | -$425 | 0.02% | 180 |
|
|
2023
Q4 | $1.1M | Buy |
2,496
+124
| +5% | +$54.6K | 0.02% | 153 |
|
|
2023
Q3 | $867K | Buy |
2,372
+10
| +0.4% | +$3.65K | 0.02% | 180 |
|
|
2023
Q2 | $947K | Buy |
2,362
+32
| +1% | +$12.8K | 0.02% | 168 |
|
|
2023
Q1 | $803K | Buy |
2,330
+35
| +2% | +$12.1K | 0.02% | 171 |
|
|
2022
Q4 | $769K | Buy |
2,295
+25
| +1% | +$8.37K | 0.03% | 176 |
|
|
2022
Q3 | $693K | Buy |
2,270
+91
| +4% | +$27.8K | 0.03% | 161 |
|
|
2022
Q2 | $734K | Buy |
2,179
+168
| +8% | +$56.6K | 0.04% | 158 |
|
|
2022
Q1 | $824K | Buy |
2,011
+1,364
| +211% | +$559K | 0.04% | 156 |
|
|
2021
Q4 | $305K | Buy |
+647
| New | +$305K | 0.02% | 414 |
|