Janney Montgomery Scott’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 | $45M | Buy |
85,333
+369
| +0.4% | +$195K | 0.12% | 181 |
|
2025
Q1 | $43.2M | Buy |
84,964
+644
| +0.8% | +$327K | 0.12% | 175 |
|
2024
Q4 | $42M | Buy |
84,320
+459
| +0.5% | +$229K | 0.12% | 180 |
|
2024
Q3 | $43.3M | Buy |
83,861
+20,856
| +33% | +$10.8M | 0.12% | 173 |
|
2024
Q2 | $28.1M | Sell |
63,005
-1,500
| -2% | -$669K | 0.09% | 242 |
|
2024
Q1 | $27.4M | Sell |
64,505
-4,098
| -6% | -$1.74M | 0.08% | 248 |
|
2023
Q4 | $30.2M | Buy |
68,603
+49
| +0.1% | +$21.6K | 0.1% | 204 |
|
2023
Q3 | $25.1M | Buy |
68,554
+3,834
| +6% | +$1.4M | 0.09% | 208 |
|
2023
Q2 | $25.9M | Buy |
64,720
+1,333
| +2% | +$534K | 0.09% | 213 |
|
2023
Q1 | $21.9M | Sell |
63,387
-309
| -0.5% | -$107K | 0.09% | 212 |
|
2022
Q4 | $21.3M | Buy |
63,696
+6,593
| +12% | +$2.21M | 0.08% | 230 |
|
2022
Q3 | $17.4M | Buy |
57,103
+1,450
| +3% | +$443K | 0.07% | 247 |
|
2022
Q2 | $18.7M | Sell |
55,653
-13,222
| -19% | -$4.43M | 0.08% | 228 |
|
2022
Q1 | $28.3M | Buy |
68,875
+18,418
| +37% | +$7.55M | 0.12% | 173 |
|
2021
Q4 | $23.8M | Buy |
50,457
+1,166
| +2% | +$550K | 0.09% | 205 |
|
2021
Q3 | $20.9M | Buy |
49,291
+7,071
| +17% | +$3M | 0.09% | 210 |
|
2021
Q2 | $17.3M | Sell |
42,220
-524
| -1% | -$215K | 0.08% | 239 |
|
2021
Q1 | $15.1M | Buy |
42,744
+4,582
| +12% | +$1.62M | 0.07% | 241 |
|
2020
Q4 | $12.5M | Buy |
38,162
+4,192
| +12% | +$1.38M | 0.06% | 282 |
|
2020
Q3 | $12.3M | Buy |
33,970
+613
| +2% | +$221K | 0.07% | 260 |
|
2020
Q2 | $11M | Buy |
33,357
+5,043
| +18% | +$1.66M | 0.07% | 260 |
|
2020
Q1 | $6.94M | Buy |
28,314
+5,828
| +26% | +$1.43M | 0.05% | 304 |
|
2019
Q4 | $6.14M | Buy |
22,486
+2,169
| +11% | +$592K | 0.04% | 393 |
|
2019
Q3 | $4.98M | Buy |
20,317
+2,304
| +13% | +$564K | 0.04% | 437 |
|
2019
Q2 | $4.1M | Sell |
18,013
-1,868
| -9% | -$425K | 0.03% | 483 |
|
2019
Q1 | $4.19M | Sell |
19,881
-246
| -1% | -$51.8K | 0.03% | 455 |
|
2018
Q4 | $3.42M | Sell |
20,127
-1,473
| -7% | -$250K | 0.03% | 466 |
|
2018
Q3 | $4.22M | Buy |
21,600
+1,645
| +8% | +$321K | 0.04% | 453 |
|
2018
Q2 | $4.07M | Sell |
19,955
-2,690
| -12% | -$549K | 0.04% | 427 |
|
2018
Q1 | $4.33M | Buy |
22,645
+3,936
| +21% | +$752K | 0.04% | 409 |
|
2017
Q4 | $3.17M | Buy |
18,709
+4,287
| +30% | +$726K | 0.03% | 486 |
|
2017
Q3 | $2.25M | Buy |
14,422
+219
| +2% | +$34.2K | 0.03% | 565 |
|
2017
Q2 | $2.07M | Buy |
14,203
+288
| +2% | +$42K | 0.03% | 556 |
|
2017
Q1 | $1.82M | Buy |
13,915
+3,578
| +35% | +$468K | 0.02% | 592 |
|
2016
Q4 | $1.11M | Sell |
10,337
-2,298
| -18% | -$247K | 0.02% | 740 |
|
2016
Q3 | $1.6M | Buy |
+12,635
| New | +$1.6M | 0.03% | 505 |
|