HUB Investment 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 | $613K | Buy |
1,162
+147
| +14% | +$77.5K | 0.02% | 313 |
|
|
2025
Q1 | $516K | Sell |
1,015
-251
| -20% | -$128K | 0.02% | 315 |
|
|
2024
Q4 | $631K | Buy |
1,266
+162
| +15% | +$80.7K | 0.03% | 281 |
|
|
2024
Q3 | $570K | Buy |
1,104
+16
| +1% | +$8.27K | 0.02% | 277 |
|
|
2024
Q2 | $485K | Sell |
1,088
-25
| -2% | -$11.2K | 0.02% | 277 |
|
|
2024
Q1 | $474K | Sell |
1,113
-50
| -4% | -$21.3K | 0.03% | 279 |
|
|
2023
Q4 | $512K | Buy |
+1,163
| New | +$512K | 0.03% | 239 |
|
|
2021
Q3 | – | Sell |
-600
| Closed | -$246K | – | 212 |
|
|
2021
Q2 | $246K | Hold |
600
| – | – | 0.07% | 174 |
|
|
2021
Q1 | $212K | Hold |
600
| – | – | 0.06% | 197 |
|
|
2020
Q4 | $216K | Buy |
+600
| New | +$216K | 0.1% | 137 |
|