ORG Partners’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 | $487K | Buy |
919
+299
| +48% | +$158K | 0.1% | 177 |
|
2025
Q1 | $317K | Sell |
620
-224
| -27% | -$114K | 0.08% | 198 |
|
2024
Q4 | $421K | Buy |
844
+177
| +27% | +$88.3K | 0.06% | 207 |
|
2024
Q3 | $345K | Sell |
667
-471
| -41% | -$244K | 0.06% | 213 |
|
2024
Q2 | $508K | Buy |
1,138
+946
| +493% | +$422K | 0.06% | 242 |
|
2024
Q1 | $82K | Sell |
192
-1,403
| -88% | -$600K | 0.16% | 85 |
|
2023
Q4 | $703K | Buy |
1,595
+165
| +12% | +$72.7K | 0.12% | 145 |
|
2023
Q3 | $522K | Buy |
1,430
+80
| +6% | +$29.2K | 0.15% | 153 |
|
2023
Q2 | $540K | Buy |
+1,350
| New | +$540K | 0.09% | 202 |
|