Gryphon Financial Partners’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 | $1.27M | Buy |
2,408
+455
| +23% | +$240K | 0.17% | 90 |
|
2025
Q1 | $992K | Buy |
1,953
+189
| +11% | +$96K | 0.14% | 95 |
|
2024
Q4 | $878K | Sell |
1,764
-640
| -27% | -$319K | 0.13% | 97 |
|
2024
Q3 | $1.24M | Buy |
2,404
+427
| +22% | +$221K | 0.17% | 77 |
|
2024
Q2 | $882K | Sell |
1,977
-178
| -8% | -$79.4K | 0.13% | 95 |
|
2024
Q1 | $917K | Sell |
2,155
-199
| -8% | -$84.7K | 0.15% | 88 |
|
2023
Q4 | $1.02M | Buy |
2,354
+1,014
| +76% | +$438K | 0.18% | 82 |
|
2023
Q3 | $490K | Buy |
1,340
+138
| +11% | +$50.4K | 0.11% | 95 |
|
2023
Q2 | $482K | Buy |
1,202
+18
| +2% | +$7.22K | 0.1% | 105 |
|
2023
Q1 | $408K | Hold |
1,184
| – | – | 0.09% | 121 |
|
2022
Q4 | $397K | Sell |
1,184
-11
| -0.9% | -$3.69K | 0.09% | 118 |
|
2022
Q3 | $364K | Sell |
1,195
-66
| -5% | -$20.1K | 0.09% | 128 |
|
2022
Q2 | $425K | Buy |
1,261
+13
| +1% | +$4.38K | 0.1% | 113 |
|
2022
Q1 | $512K | Sell |
1,248
-194
| -13% | -$79.6K | 0.1% | 107 |
|
2021
Q4 | $680K | Buy |
1,442
+5
| +0.3% | +$2.36K | 0.13% | 94 |
|
2021
Q3 | $611K | Buy |
1,437
+71
| +5% | +$30.2K | 0.14% | 87 |
|
2021
Q2 | $502K | Sell |
1,366
-62
| -4% | -$22.8K | 0.11% | 91 |
|
2021
Q1 | $504K | Sell |
1,428
-39
| -3% | -$13.8K | 0.11% | 96 |
|
2020
Q4 | $483K | Buy |
1,467
+152
| +12% | +$50K | 0.12% | 94 |
|
2020
Q3 | $475K | Buy |
1,315
+5
| +0.4% | +$1.81K | 0.14% | 85 |
|
2020
Q2 | $431K | Sell |
1,310
-12
| -0.9% | -$3.95K | 0.13% | 81 |
|
2020
Q1 | $324K | Sell |
1,322
-278
| -17% | -$68.1K | 0.12% | 92 |
|
2019
Q4 | $437K | Buy |
1,600
+22
| +1% | +$6.01K | 0.11% | 99 |
|
2019
Q3 | $386K | Sell |
1,578
-138
| -8% | -$33.8K | 0.11% | 98 |
|
2019
Q2 | $391K | Sell |
1,716
-831
| -33% | -$189K | 0.11% | 93 |
|
2019
Q1 | $536K | Sell |
2,547
-110
| -4% | -$23.1K | 0.16% | 73 |
|
2018
Q4 | $451K | Buy |
+2,657
| New | +$451K | 0.11% | 124 |
|
2018
Q3 | – | Sell |
-104
| Closed | -$21K | – | 730 |
|
2018
Q2 | $21K | Buy |
104
+11
| +12% | +$2.22K | 0.01% | 374 |
|
2018
Q1 | $18K | Hold |
93
| – | – | 0.01% | 408 |
|
2017
Q4 | $15K | Buy |
+93
| New | +$15K | 0.01% | 459 |
|