Lafayette Investments’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 | $441K | Buy |
837
+70
| +9% | +$36.9K | 0.09% | 99 |
|
|
2025
Q1 | $390K | Buy |
767
+99
| +15% | +$50.3K | 0.08% | 104 |
|
|
2024
Q4 | $333K | Buy |
668
+16
| +2% | +$7.97K | 0.07% | 112 |
|
|
2024
Q3 | $337K | Buy |
652
+1
| +0.2% | +$517 | 0.07% | 108 |
|
|
2024
Q2 | $290K | Buy |
651
+51
| +9% | +$22.7K | 0.07% | 110 |
|
|
2024
Q1 | $255K | Buy |
600
+94
| +19% | +$40K | 0.06% | 115 |
|
|
2023
Q4 | $223K | Buy |
+506
| New | +$223K | 0.06% | 121 |
|