GuoLine 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 | $32.1M | Sell |
60,900
-30,500
| -33% | -$16.1M | 3.41% | 14 |
|
|
2025
Q1 | $46.4M | Hold |
91,400
| – | – | 4.92% | 7 |
|
|
2024
Q4 | $45.5M | Hold |
91,400
| – | – | 4.7% | 9 |
|
|
2024
Q3 | $47.2M | Hold |
91,400
| – | – | 4.81% | 8 |
|
|
2024
Q2 | $40.8M | Hold |
91,400
| – | – | 4.35% | 10 |
|
|
2024
Q1 | $38.9M | Hold |
91,400
| – | – | 4.74% | 10 |
|
|
2023
Q4 | $40.3M | Buy |
91,400
+31,800
| +53% | +$14M | 6.37% | 8 |
|
|
2023
Q3 | $21.8M | Buy |
+59,600
| New | +$21.8M | 4.3% | 12 |
|