Harel Insurance Investments & Financial Services’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 | $593K | Buy |
1,124
+152
| +16% | +$80.2K | 0.01% | 205 |
|
|
2025
Q1 | $494K | Buy |
972
+410
| +73% | +$208K | 0.01% | 198 |
|
|
2024
Q4 | $280K | Buy |
562
+377
| +204% | +$188K | ﹤0.01% | 191 |
|
|
2024
Q3 | $96K | Sell |
185
-78
| -30% | -$40.5K | ﹤0.01% | 282 |
|
|
2024
Q2 | $117K | Hold |
263
| – | – | ﹤0.01% | 294 |
|
|
2024
Q1 | $112K | Hold |
263
| – | – | ﹤0.01% | 296 |
|
|
2023
Q4 | $116K | Hold |
263
| – | – | ﹤0.01% | 336 |
|
|
2023
Q3 | $96K | Hold |
263
| – | – | ﹤0.01% | 377 |
|
|
2023
Q2 | $105K | Hold |
263
| – | – | ﹤0.01% | 379 |
|
|
2023
Q1 | $91K | Hold |
263
| – | – | ﹤0.01% | 413 |
|
|
2022
Q4 | $88K | Sell |
263
-36
| -12% | -$12K | ﹤0.01% | 387 |
|
|
2022
Q3 | $91K | Hold |
299
| – | – | ﹤0.01% | 398 |
|
|
2022
Q2 | $101K | Sell |
299
-165
| -36% | -$55.7K | ﹤0.01% | 402 |
|
|
2022
Q1 | $190K | Sell |
464
-952
| -67% | -$390K | ﹤0.01% | 351 |
|
|
2021
Q4 | $666K | Buy |
1,416
+779
| +122% | +$366K | 0.01% | 225 |
|
|
2021
Q3 | $271K | Sell |
637
-1,577
| -71% | -$671K | 0.01% | 328 |
|
|
2021
Q2 | $2.68M | Buy |
2,214
+817
| +58% | +$990K | 0.06% | 158 |
|
|
2021
Q1 | $1.52M | Sell |
1,397
-3,413
| -71% | -$3.71M | 0.03% | 293 |
|
|
2020
Q4 | $5.09M | Buy |
4,810
+731
| +18% | +$773K | 0.12% | 84 |
|
|
2020
Q3 | $1.47M | Buy |
4,079
+2,936
| +257% | +$1.06M | 0.05% | 90 |
|
|
2020
Q2 | $377K | Buy |
1,143
+300
| +36% | +$99K | 0.01% | 163 |
|
|
2020
Q1 | $207K | Buy |
843
+133
| +19% | +$32.7K | 0.01% | 166 |
|
|
2019
Q4 | $194K | Buy |
+710
| New | +$194K | 0.01% | 205 |
|