LB Partners’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 | $395K | Hold |
750
| – | – | 0.25% | 19 |
|
|
2025
Q1 | $382K | Hold |
750
| – | – | 0.28% | 18 |
|
|
2024
Q4 | $374K | Hold |
750
| – | – | 0.28% | 18 |
|
|
2024
Q3 | $387K | Hold |
750
| – | – | 0.34% | 17 |
|
|
2024
Q2 | $335K | Hold |
750
| – | – | 0.28% | 22 |
|
|
2024
Q1 | $319K | Hold |
750
| – | – | 0.33% | 18 |
|
|
2023
Q4 | $330K | Buy |
+750
| New | +$330K | 0.36% | 22 |
|