Palisade Capital Management’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
$7.31M Sell
13,854
-38
-0.3% -$20K 0.21% 128
2025
Q1
$7.06M Sell
13,892
-17
-0.1% -$8.64K 0.2% 131
2024
Q4
$6.93M Buy
13,909
+3,362
+32% +$1.67M 0.18% 136
2024
Q3
$5.45M Sell
10,547
-47
-0.4% -$24.3K 0.14% 159
2024
Q2
$4.72M Buy
+10,594
New +$4.72M 0.13% 170
2016
Q4
Sell
-8,204
Closed -$1.04M 526
2016
Q3
$1.04M Buy
8,204
+2,012
+32% +$255K 0.04% 410
2016
Q2
$664K Buy
+6,192
New +$664K 0.02% 445