Kings Point Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $17.8M | Buy |
43,432
+3,156
| +8% | +$1.29M | 1.55% | 16 |
|
|
2021
Q4 | $19M | Sell |
40,276
-193
| -0.5% | -$91.1K | 1.55% | 17 |
|
|
2021
Q3 | $17.2M | Buy |
40,469
+1,027
| +3% | +$436K | 1.53% | 19 |
|
|
2021
Q2 | $16.2M | Buy |
39,442
+20
| +0.1% | +$8.21K | 1.47% | 17 |
|
|
2021
Q1 | $13.9M | Buy |
39,422
+1,697
| +4% | +$599K | 1.37% | 21 |
|
|
2020
Q4 | $12.4M | Buy |
37,725
+2,562
| +7% | +$842K | 1.32% | 23 |
|
|
2020
Q3 | $12.7M | Buy |
35,163
+1,955
| +6% | +$705K | 1.58% | 15 |
|
|
2020
Q2 | $10.9M | Buy |
33,208
+998
| +3% | +$329K | 1.59% | 16 |
|
|
2020
Q1 | $7.89M | Buy |
32,210
+5,632
| +21% | +$1.38M | 1.39% | 24 |
|
|
2019
Q4 | $7.26M | Buy |
26,578
+543
| +2% | +$148K | 1.07% | 39 |
|
|
2019
Q3 | $6.38M | Sell |
26,035
-1
| -0% | -$245 | 1.08% | 37 |
|
|
2019
Q2 | $5.93M | Buy |
26,036
+1,087
| +4% | +$248K | 1.08% | 38 |
|
|
2019
Q1 | $5.25M | Sell |
24,949
-680
| -3% | -$143K | 1.04% | 40 |
|
|
2018
Q4 | $4.36M | Sell |
25,629
-1,558
| -6% | -$265K | 0.97% | 42 |
|
|
2018
Q3 | $5.31M | Buy |
27,187
+8,508
| +46% | +$1.66M | 0.99% | 40 |
|
|
2018
Q2 | $3.81M | Buy |
18,679
+1,145
| +7% | +$233K | 0.75% | 53 |
|
|
2018
Q1 | $3.35M | Buy |
+17,534
| New | +$3.35M | 0.68% | 55 |
|