Lee Financial’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
Q1 | – | Sell |
-2,024
| Closed | -$1.01M | – | 178 |
|
|
2024
Q4 | $1.01M | Sell |
2,024
-31
| -2% | -$15.4K | 0.14% | 82 |
|
|
2024
Q3 | $1.06M | Sell |
2,055
-633
| -24% | -$327K | 0.15% | 81 |
|
|
2024
Q2 | $1.2M | Sell |
2,688
-149
| -5% | -$66.5K | 0.2% | 58 |
|
|
2024
Q1 | $1.21M | Sell |
2,837
-18
| -0.6% | -$7.66K | 0.2% | 61 |
|
|
2023
Q4 | $1.26M | Sell |
2,855
-2
| -0.1% | -$881 | 0.22% | 53 |
|
|
2023
Q3 | $1.04M | Sell |
2,857
-199
| -7% | -$72.7K | 0.19% | 51 |
|
|
2023
Q2 | $1.23M | Hold |
3,056
| – | – | 0.21% | 52 |
|
|
2023
Q1 | $1.05M | Buy |
3,056
+645
| +27% | +$222K | 0.18% | 59 |
|
|
2022
Q4 | $808K | Buy |
2,411
+2,382
| +8,214% | +$798K | 0.14% | 74 |
|
|
2022
Q3 | $9K | Hold |
29
| – | – | ﹤0.01% | 461 |
|
|
2022
Q2 | $10K | Buy |
+29
| New | +$10K | ﹤0.01% | 454 |
|