LRI Investments’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 | $63.8K | Buy |
17,538
+21
| +0.1% | +$76 | 0.01% | 513 |
|
|
2025
Q1 | $51.2K | Buy |
17,517
+29
| +0.2% | +$85 | 0.01% | 530 |
|
|
2024
Q4 | $36.4K | Hold |
17,488
| – | – | ﹤0.01% | 578 |
|
|
2024
Q3 | $36.9K | Buy |
17,488
+17,463
| +69,852% | +$36.8K | ﹤0.01% | 552 |
|
|
2024
Q2 | $11.2K | Sell |
25
-7
| -22% | -$3.12K | ﹤0.01% | 728 |
|
|
2024
Q1 | $13.6K | Buy |
+32
| New | +$13.6K | ﹤0.01% | 443 |
|