Mitchell Sinkler & Starr’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 | $473K | Hold |
897
| – | – | 0.23% | 96 |
|
|
2025
Q1 | $456K | Hold |
897
| – | – | 0.13% | 110 |
|
|
2024
Q4 | $447K | Hold |
897
| – | – | 0.12% | 110 |
|
|
2024
Q3 | $463K | Buy |
897
+100
| +13% | +$51.7K | 0.12% | 112 |
|
|
2024
Q2 | $386K | Buy |
797
+40
| +5% | +$19.4K | 0.1% | 112 |
|
|
2024
Q1 | $322K | Sell |
757
-1,252
| -62% | -$533K | 0.08% | 132 |
|
|
2023
Q4 | $885K | Buy |
2,009
+560
| +39% | +$247K | 0.16% | 102 |
|
|
2023
Q3 | $529K | Buy |
1,449
+490
| +51% | +$179K | 0.16% | 79 |
|
|
2023
Q2 | $384K | Hold |
959
| – | – | 0.11% | 110 |
|
|
2023
Q1 | $331K | Buy |
959
+142
| +17% | +$49K | 0.1% | 112 |
|
|
2022
Q4 | $274K | Sell |
817
-8
| -1% | -$2.68K | 0.09% | 124 |
|
|
2022
Q3 | $252K | Buy |
825
+68
| +9% | +$20.8K | 0.1% | 101 |
|
|
2022
Q2 | $255K | Hold |
757
| – | – | 0.09% | 103 |
|
|
2022
Q1 | $311K | Buy |
757
+3
| +0.4% | +$1.23K | 0.1% | 103 |
|
|
2021
Q4 | $356K | Hold |
754
| – | – | 0.11% | 96 |
|
|
2021
Q3 | $320K | Buy |
754
+107
| +17% | +$45.4K | 0.29% | 83 |
|
|
2021
Q2 | $266K | Buy |
647
+35
| +6% | +$14.4K | 0.24% | 92 |
|
|
2021
Q1 | $216K | Buy |
+612
| New | +$216K | 0.21% | 98 |
|
|
2017
Q1 | – | Sell |
-5,244
| Closed | -$564K | – | 81 |
|
|
2016
Q4 | $564K | Hold |
5,244
| – | – | 0.79% | 46 |
|
|
2016
Q3 | $664K | Hold |
5,244
| – | – | 1.04% | 35 |
|
|
2016
Q2 | $562K | Buy |
+5,244
| New | +$562K | 0.77% | 42 |
|