Keynote 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 | $301K | Sell |
570
-70
| -11% | -$36.9K | 0.2% | 120 |
|
|
2025
Q1 | $325K | Hold |
640
| – | – | 0.23% | 111 |
|
|
2024
Q4 | $319K | Hold |
640
| – | – | 0.24% | 107 |
|
|
2024
Q3 | $331K | Sell |
640
-130
| -17% | -$67.2K | 0.25% | 103 |
|
|
2024
Q2 | $343K | Hold |
770
| – | – | 0.29% | 95 |
|
|
2024
Q1 | $328K | Buy |
+770
| New | +$328K | 0.27% | 99 |
|