Okabena Investment Services’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 | $1.32M | Hold |
2,501
| – | – | 0.29% | 59 |
|
|
2025
Q1 | $1.27M | Sell |
2,501
-2,425
| -49% | -$1.23M | 0.32% | 59 |
|
|
2024
Q4 | $2.45M | Buy |
4,926
+210
| +4% | +$105K | 0.68% | 27 |
|
|
2024
Q3 | $2.44M | Buy |
4,716
+191
| +4% | +$98.7K | 0.69% | 29 |
|
|
2024
Q2 | $2.02M | Sell |
4,525
-725
| -14% | -$323K | 0.64% | 31 |
|
|
2024
Q1 | $2.23M | Sell |
5,250
-437
| -8% | -$186K | 0.74% | 33 |
|
|
2023
Q4 | $2.51M | Buy |
5,687
+1,359
| +31% | +$599K | 0.98% | 29 |
|
|
2023
Q3 | $1.58M | Sell |
4,328
-452
| -9% | -$165K | 1.23% | 22 |
|
|
2023
Q2 | $1.92M | Sell |
4,780
-689
| -13% | -$276K | 1.4% | 21 |
|
|
2023
Q1 | $1.89M | Sell |
5,469
-1,694,531
| -100% | -$584M | 1.32% | 24 |
|
|
2022
Q4 | $1.7M | Buy |
1,700,000
+1,692,191
| +21,670% | +$1.69M | 1.13% | 27 |
|
|
2022
Q3 | $2.38M | Buy |
7,809
+796
| +11% | +$243K | 1.15% | 27 |
|
|
2022
Q2 | $2.36M | Buy |
7,013
+4,034
| +135% | +$1.36M | 1.22% | 22 |
|
|
2022
Q1 | $1.22M | Buy |
2,979
+2,331
| +360% | +$956K | 0.52% | 50 |
|
|
2021
Q4 | $306K | Sell |
648
-2,026
| -76% | -$957K | 0.12% | 92 |
|
|
2021
Q3 | $1.14M | Sell |
2,674
-581
| -18% | -$247K | 0.6% | 44 |
|
|
2021
Q2 | $1.34M | Buy |
+3,255
| New | +$1.34M | 0.63% | 44 |
|
|
2020
Q2 | – | Sell |
-3,185
| Closed | -$780K | – | 83 |
|
|
2020
Q1 | $780K | Buy |
+3,185
| New | +$780K | 0.89% | 42 |
|