Lincoln 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
$1.24M Hold
2,356
0.24% 57
2025
Q1
$1.1M Buy
2,356
+19
+0.8% +$8.86K 0.23% 57
2024
Q4
$1.16M Sell
2,337
-10
-0.4% -$4.98K 0.24% 52
2024
Q3
$1.21M Sell
2,347
-61
-3% -$31.5K 0.26% 48
2024
Q2
$1.07M Hold
2,408
0.24% 48
2024
Q1
$1.02M Sell
2,408
-183
-7% -$77.9K 0.23% 54
2023
Q4
$1.14M Sell
2,591
-60
-2% -$26.4K 0.28% 46
2023
Q3
$969K Hold
2,651
0.25% 49
2023
Q2
$1.06M Sell
2,651
-10
-0.4% -$4.01K 0.27% 47
2023
Q1
$917K Buy
2,661
+35
+1% +$12.1K 0.25% 51
2022
Q4
$880K Sell
2,626
-97
-4% -$32.5K 0.25% 54
2022
Q3
$831K Buy
2,723
+115
+4% +$35.1K 0.26% 52
2022
Q2
$879K Buy
2,608
+150
+6% +$50.6K 0.25% 49
2022
Q1
$1.01M Buy
+2,458
New +$1.01M 0.24% 51