Liberty One Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
643
-20
| -3% | -$10.5K | 0.03% | 126 |
|
|
2025
Q1 | $337K | Buy |
663
+53
| +9% | +$26.9K | 0.03% | 126 |
|
|
2024
Q4 | $304K | Buy |
610
+73
| +14% | +$36.4K | 0.03% | 126 |
|
|
2024
Q3 | $277K | Sell |
537
-1
| -0.2% | -$517 | 0.03% | 122 |
|
|
2024
Q2 | $240K | Buy |
538
+247
| +85% | +$110K | 0.03% | 127 |
|
|
2024
Q1 | $124K | Buy |
+291
| New | +$124K | 0.01% | 152 |
|