Nisa Investment Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.6M | Buy |
188,922
+108,546
| +135% | +$57.2M | 0.45% | 29 |
|
|
2025
Q1 | $40.8M | Sell |
80,376
-414
| -0.5% | -$210K | 0.2% | 84 |
|
|
2024
Q4 | $40.2M | Buy |
80,790
+92
| +0.1% | +$45.8K | 0.16% | 103 |
|
|
2024
Q3 | $41.7M | Sell |
80,698
-3,468
| -4% | -$1.79M | 0.25% | 82 |
|
|
2024
Q2 | $37.5M | Sell |
84,166
-4,093
| -5% | -$1.83M | 0.24% | 79 |
|
|
2024
Q1 | $37.5M | Sell |
88,259
-3,320
| -4% | -$1.41M | 0.24% | 87 |
|
|
2023
Q4 | $40.3M | Buy |
91,579
+1,231
| +1% | +$542K | 0.29% | 71 |
|
|
2023
Q3 | $33M | Sell |
90,348
-133
| -0.1% | -$48.6K | 0.25% | 81 |
|
|
2023
Q2 | $36.3M | Buy |
90,481
+2,903
| +3% | +$1.16M | 0.27% | 80 |
|
|
2023
Q1 | $30.2M | Sell |
87,578
-4,357
| -5% | -$1.5M | 0.24% | 96 |
|
|
2022
Q4 | $30.8M | Buy |
91,935
+1,091
| +1% | +$365K | 0.24% | 96 |
|
|
2022
Q3 | $27.8M | Sell |
90,844
-3,789
| -4% | -$1.16M | 0.24% | 90 |
|
|
2022
Q2 | $31.9M | Buy |
94,633
+3,278
| +4% | +$1.1M | 0.28% | 76 |
|
|
2022
Q1 | $37.5M | Buy |
91,355
+27,986
| +44% | +$11.5M | 0.26% | 83 |
|
|
2021
Q4 | $26.3M | Sell |
63,369
-18,657
| -23% | -$7.75M | 0.2% | 119 |
|
|
2021
Q3 | $34.9K | Sell |
82,026
-5,747
| -7% | -$2.44K | 0.21% | 97 |
|
|
2021
Q2 | $36K | Sell |
87,773
-20,815
| -19% | -$8.54K | 0.22% | 89 |
|
|
2021
Q1 | $38.3K | Buy |
108,588
+1,480
| +1% | +$522 | 0.24% | 84 |
|
|
2020
Q4 | $35.2M | Buy |
107,108
+19,212
| +22% | +$6.32M | 0.23% | 102 |
|
|
2020
Q3 | $31.7M | Buy |
87,896
+5,133
| +6% | +$1.85M | 0.26% | 85 |
|
|
2020
Q2 | $27.3M | Sell |
82,763
-5,866
| -7% | -$1.93M | 0.25% | 88 |
|
|
2020
Q1 | $21.7M | Buy |
88,629
+2,720
| +3% | +$667K | 0.24% | 97 |
|
|
2019
Q4 | $23.5M | Buy |
85,909
+99
| +0.1% | +$27K | 0.2% | 113 |
|
|
2019
Q3 | $21M | Buy |
85,810
+4,525
| +6% | +$1.11M | 0.19% | 120 |
|
|
2019
Q2 | $18.5M | Buy |
81,285
+2,406
| +3% | +$548K | 0.18% | 124 |
|
|
2019
Q1 | $16.6M | Sell |
78,879
-900
| -1% | -$189K | 0.16% | 139 |
|
|
2018
Q4 | $13.6M | Sell |
79,779
-21,710
| -21% | -$3.69M | 0.15% | 149 |
|
|
2018
Q3 | $19.8M | Buy |
101,489
+18,919
| +23% | +$3.7M | 0.18% | 128 |
|
|
2018
Q2 | $16.8M | Sell |
82,570
-3,552
| -4% | -$724K | 0.17% | 134 |
|
|
2018
Q1 | $16.5M | Buy |
86,122
+4,752
| +6% | +$908K | 0.17% | 136 |
|
|
2017
Q4 | $13.8M | Sell |
81,370
-900
| -1% | -$152K | 0.14% | 161 |
|
|
2017
Q3 | $12.9M | Buy |
82,270
+9,089
| +12% | +$1.42M | 0.14% | 160 |
|
|
2017
Q2 | $10.7M | Sell |
73,181
-2,584
| -3% | -$376K | 0.13% | 180 |
|
|
2017
Q1 | $9.91M | Sell |
75,765
-5,676
| -7% | -$742K | 0.12% | 194 |
|
|
2016
Q4 | $8.76M | Buy |
81,441
+456
| +0.6% | +$49K | 0.11% | 206 |
|
|
2016
Q3 | $10.2M | Buy |
80,985
+9,564
| +13% | +$1.21M | 0.13% | 182 |
|
|
2016
Q2 | $7.66M | Buy |
+71,421
| New | +$7.66M | 0.1% | 220 |
|