Freedom Investment 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 | $232K | Buy |
439
+8
| +2% | +$4.22K | 0.02% | 664 |
|
|
2025
Q1 | $219K | Sell |
431
-43
| -9% | -$21.8K | 0.02% | 686 |
|
|
2024
Q4 | $236K | Sell |
474
-36
| -7% | -$17.9K | 0.02% | 676 |
|
|
2024
Q3 | $264K | Sell |
510
-53
| -9% | -$27.4K | 0.02% | 643 |
|
|
2024
Q2 | $251K | Sell |
563
-88
| -14% | -$39.2K | 0.02% | 661 |
|
|
2024
Q1 | $277K | Sell |
651
-183
| -22% | -$77.8K | 0.02% | 637 |
|
|
2023
Q4 | $367K | Sell |
834
-385
| -32% | -$170K | 0.03% | 525 |
|
|
2023
Q3 | $446K | Sell |
1,219
-587
| -33% | -$215K | 0.05% | 391 |
|
|
2023
Q2 | $724K | Sell |
1,806
-469
| -21% | -$188K | 0.08% | 312 |
|
|
2023
Q1 | $784K | Sell |
2,275
-7,167
| -76% | -$2.47M | 0.09% | 291 |
|
|
2022
Q4 | $3.16M | Buy |
9,442
+262
| +3% | +$87.8K | 0.36% | 63 |
|
|
2022
Q3 | $2.8M | Sell |
9,180
-263
| -3% | -$80.3K | 0.32% | 72 |
|
|
2022
Q2 | $3.18M | Sell |
9,443
-2,205
| -19% | -$743K | 0.34% | 66 |
|
|
2022
Q1 | $4.78M | Buy |
11,648
+2,646
| +29% | +$1.09M | 0.43% | 49 |
|
|
2021
Q4 | $4.25M | Sell |
9,002
-749
| -8% | -$353K | 0.31% | 67 |
|
|
2021
Q3 | $4.14M | Sell |
9,751
-187
| -2% | -$79.5K | 0.32% | 63 |
|
|
2021
Q2 | $4.08M | Sell |
9,938
-272
| -3% | -$112K | 0.3% | 66 |
|
|
2021
Q1 | $3.6M | Buy |
+10,210
| New | +$3.6M | 0.28% | 75 |
|
|
2018
Q2 | – | Sell |
-7,007
| Closed | -$1.34M | – | 1114 |
|
|
2018
Q1 | $1.34M | Buy |
7,007
+597
| +9% | +$114K | 0.07% | 285 |
|
|
2017
Q4 | $1.09M | Buy |
6,410
+3,528
| +122% | +$598K | 0.06% | 337 |
|
|
2017
Q3 | $451K | Buy |
2,882
+310
| +12% | +$48.5K | 0.02% | 646 |
|
|
2017
Q2 | $375K | Sell |
2,572
-2,022
| -44% | -$295K | 0.02% | 685 |
|
|
2017
Q1 | $601K | Buy |
4,594
+2,474
| +117% | +$324K | 0.04% | 478 |
|
|
2016
Q4 | $228K | Buy |
+2,120
| New | +$228K | 0.01% | 823 |
|