Gladstone Institutional Advisory’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 | $1.56M | Buy |
2,951
+267
| +10% | +$141K | 0.06% | 278 |
|
|
2025
Q1 | $1.36M | Buy |
2,684
+644
| +32% | +$327K | 0.06% | 281 |
|
|
2024
Q4 | $1.02M | Buy |
2,040
+450
| +28% | +$224K | 0.05% | 326 |
|
|
2024
Q3 | $822K | Buy |
1,590
+616
| +63% | +$318K | 0.04% | 350 |
|
|
2024
Q2 | $434K | Buy |
974
+125
| +15% | +$55.8K | 0.02% | 452 |
|
|
2024
Q1 | $361K | Sell |
849
-87
| -9% | -$37K | 0.02% | 492 |
|
|
2023
Q4 | $412K | Buy |
936
+109
| +13% | +$48K | 0.02% | 454 |
|
|
2023
Q3 | $302K | Sell |
827
-474
| -36% | -$173K | 0.02% | 492 |
|
|
2023
Q2 | $522K | Sell |
1,301
-2,905
| -69% | -$1.16M | 0.03% | 392 |
|
|
2023
Q1 | $1.45M | Sell |
4,206
-1,756
| -29% | -$605K | 0.09% | 232 |
|
|
2022
Q4 | $2M | Sell |
5,962
-230
| -4% | -$77K | 0.14% | 189 |
|
|
2022
Q3 | $1.89M | Buy |
6,192
+3,236
| +109% | +$988K | 0.15% | 175 |
|
|
2022
Q2 | $997K | Sell |
2,956
-2,770
| -48% | -$934K | 0.08% | 274 |
|
|
2022
Q1 | $2.35M | Buy |
5,726
+4,533
| +380% | +$1.86M | 0.16% | 165 |
|
|
2021
Q4 | $563K | Buy |
1,193
+241
| +25% | +$114K | 0.04% | 359 |
|
|
2021
Q3 | $404K | Buy |
+952
| New | +$404K | 0.04% | 376 |
|