Lavaca Capital’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 | $45.9K | Hold |
87
| – | – | 0.02% | 162 |
|
|
2025
Q1 | $44.2K | Hold |
87
| – | – | 0.02% | 147 |
|
|
2024
Q4 | $43.3K | Buy |
+87
| New | +$43.3K | 0.02% | 182 |
|
|
2023
Q4 | – | Sell |
-1,613
| Closed | -$589K | – | 122 |
|
|
2023
Q3 | $589K | Hold |
1,613
| – | – | 0.2% | 84 |
|
|
2023
Q2 | $647K | Sell |
1,613
-87
| -5% | -$34.9K | 0.19% | 83 |
|
|
2023
Q1 | $589K | Buy |
1,700
+170
| +11% | +$58.9K | 0.12% | 105 |
|
|
2022
Q4 | $511K | Buy |
+1,530
| New | +$511K | 0.16% | 103 |
|