Lindbrook 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
Q1 | $1.28M | Buy |
2,529
+354
| +16% | +$180K | 0.12% | 107 |
|
|
2024
Q4 | $1.08M | Sell |
2,175
-3
| -0.1% | -$1.49K | 0.1% | 134 |
|
|
2024
Q3 | $1.13M | Buy |
2,178
+55
| +3% | +$28.4K | 0.1% | 136 |
|
|
2024
Q2 | $947K | Sell |
2,123
-48
| -2% | -$21.4K | 0.09% | 138 |
|
|
2024
Q1 | $924K | Buy |
2,171
+39
| +2% | +$16.6K | 0.09% | 143 |
|
|
2023
Q4 | $939K | Buy |
2,132
+348
| +20% | +$153K | 0.09% | 131 |
|
|
2023
Q3 | $652K | Buy |
1,784
+73
| +4% | +$26.7K | 0.07% | 149 |
|
|
2023
Q2 | $686K | Buy |
1,711
+30
| +2% | +$12K | 0.07% | 154 |
|
|
2023
Q1 | $580K | Buy |
1,681
+49
| +3% | +$16.9K | 0.07% | 157 |
|
|
2022
Q4 | $547K | Buy |
1,632
+24
| +1% | +$8.04K | 0.07% | 174 |
|
|
2022
Q3 | $491K | Sell |
1,608
-17
| -1% | -$5.19K | 0.08% | 143 |
|
|
2022
Q2 | $548K | Buy |
1,625
+54
| +3% | +$18.2K | 0.09% | 135 |
|
|
2022
Q1 | $644K | Buy |
1,571
+624
| +66% | +$256K | 0.1% | 129 |
|
|
2021
Q4 | $447K | Buy |
947
+459
| +94% | +$217K | 0.07% | 179 |
|
|
2021
Q3 | $207K | Buy |
488
+8
| +2% | +$3.39K | 0.05% | 143 |
|
|
2021
Q2 | $197K | Buy |
480
+5
| +1% | +$2.05K | 0.04% | 170 |
|
|
2021
Q1 | $168K | Buy |
475
+25
| +6% | +$8.84K | 0.04% | 176 |
|
|
2020
Q4 | $148K | Buy |
450
+4
| +0.9% | +$1.32K | 0.04% | 179 |
|
|
2020
Q3 | $161K | Sell |
446
-188
| -30% | -$67.9K | 0.04% | 146 |
|
|
2020
Q2 | $209K | Buy |
634
+116
| +22% | +$38.2K | 0.06% | 118 |
|
|
2020
Q1 | $127K | Sell |
518
-170
| -25% | -$41.7K | 0.05% | 156 |
|
|
2019
Q4 | $188K | Buy |
688
+2
| +0.3% | +$547 | 0.07% | 154 |
|
|
2019
Q3 | $168K | Sell |
686
-8
| -1% | -$1.96K | 0.06% | 160 |
|
|
2019
Q2 | $158K | Hold |
694
| – | – | 0.06% | 166 |
|
|
2019
Q1 | $146K | Buy |
694
+85
| +14% | +$17.9K | 0.06% | 171 |
|
|
2018
Q4 | $103K | Buy |
+609
| New | +$103K | 0.05% | 196 |
|