Hoxton Planning & 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 | $808K | Sell |
1,533
-33
| -2% | -$17.4K | 0.28% | 69 |
|
|
2025
Q1 | $796K | Buy |
1,566
+20
| +1% | +$10.2K | 0.3% | 70 |
|
|
2024
Q4 | $770K | Buy |
1,546
+4
| +0.3% | +$1.99K | 0.29% | 69 |
|
|
2024
Q3 | $797K | Buy |
1,542
+55
| +4% | +$28.4K | 0.31% | 59 |
|
|
2024
Q2 | $663K | Buy |
1,487
+25
| +2% | +$11.2K | 0.31% | 61 |
|
|
2024
Q1 | $622K | Sell |
1,462
-5
| -0.3% | -$2.13K | 0.3% | 62 |
|
|
2023
Q4 | $646K | Sell |
1,467
-75
| -5% | -$33K | 0.34% | 52 |
|
|
2023
Q3 | $563K | Sell |
1,542
-71
| -4% | -$25.9K | 0.36% | 57 |
|
|
2023
Q2 | $647K | Buy |
1,613
+78
| +5% | +$31.3K | 0.4% | 45 |
|
|
2023
Q1 | $529K | Buy |
1,535
+30
| +2% | +$10.3K | 0.29% | 71 |
|
|
2022
Q4 | $504K | Buy |
+1,505
| New | +$504K | 0.27% | 76 |
|