Little House 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 | $795K | Buy |
1,507
+82
| +6% | +$43.2K | 0.2% | 96 |
|
|
2025
Q1 | $724K | Buy |
1,425
+254
| +22% | +$129K | 0.2% | 99 |
|
|
2024
Q4 | $583K | Hold |
1,171
| – | – | 0.17% | 90 |
|
|
2024
Q3 | $605K | Sell |
1,171
-99
| -8% | -$51.1K | 0.17% | 90 |
|
|
2024
Q2 | $566K | Hold |
1,270
| – | – | 0.18% | 89 |
|
|
2024
Q1 | $540K | Hold |
1,270
| – | – | 0.18% | 100 |
|
|
2023
Q4 | $559K | Buy |
+1,270
| New | +$559K | 0.2% | 91 |
|
|
2022
Q4 | – | Sell |
-1,663
| Closed | -$508K | – | 117 |
|
|
2022
Q3 | $508K | Buy |
1,663
+76
| +5% | +$23.2K | 0.27% | 83 |
|
|
2022
Q2 | $535K | Sell |
1,587
-11
| -0.7% | -$3.71K | 0.29% | 82 |
|
|
2022
Q1 | $655K | Buy |
+1,598
| New | +$655K | 0.34% | 81 |
|