Oliver Lagore Vanvalin Investment Group’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 | $26.5K | Buy |
+52
| New | +$26.5K | 0.01% | 313 |
|
|
2024
Q4 | $31.4K | Buy |
63
+8
| +15% | +$3.99K | 0.01% | 302 |
|
|
2024
Q3 | $28.5K | Buy |
55
+8
| +17% | +$4.14K | 0.01% | 309 |
|
|
2024
Q2 | $21K | Sell |
47
-21
| -31% | -$9.38K | 0.01% | 331 |
|
|
2024
Q1 | $29K | Buy |
68
+4
| +6% | +$1.7K | 0.01% | 297 |
|
|
2023
Q4 | $28.2K | Buy |
64
+25
| +64% | +$11K | 0.01% | 275 |
|
|
2023
Q3 | $14.3K | Sell |
39
-9
| -19% | -$3.29K | 0.01% | 383 |
|
|
2023
Q2 | $19.3K | Sell |
48
-1
| -2% | -$401 | 0.01% | 371 |
|
|
2023
Q1 | $16.9K | Buy |
49
+6
| +14% | +$2.07K | 0.01% | 304 |
|
|
2022
Q4 | $14.4K | Hold |
43
| – | – | 0.01% | 316 |
|
|
2022
Q3 | $13K | Sell |
43
-3
| -7% | -$907 | 0.01% | 306 |
|
|
2022
Q2 | $16K | Buy |
46
+2
| +5% | +$696 | 0.01% | 285 |
|
|
2022
Q1 | $18K | Buy |
+44
| New | +$18K | 0.01% | 267 |
|