Parkside Financial Bank & Trust’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
$712K Buy
1,351
+161
+14% +$84.9K 0.08% 188
2025
Q1
$605K Buy
1,190
+156
+15% +$79.3K 0.08% 187
2024
Q4
$515K Buy
1,034
+20
+2% +$9.96K 0.07% 201
2024
Q3
$524K Sell
1,014
-22
-2% -$11.4K 0.07% 195
2024
Q2
$462K Buy
1,036
+44
+4% +$19.6K 0.07% 195
2024
Q1
$422K Buy
992
+6
+0.6% +$2.55K 0.07% 210
2023
Q4
$434K Buy
986
+312
+46% +$137K 0.08% 188
2023
Q3
$246K Sell
674
-229
-25% -$83.7K 0.06% 227
2023
Q2
$362K Sell
903
-283
-24% -$113K 0.09% 178
2023
Q1
$409K Sell
1,186
-521
-31% -$180K 0.11% 145
2022
Q4
$572K Sell
1,707
-30
-2% -$10K 0.16% 105
2022
Q3
$531K Buy
1,737
+20
+1% +$6.11K 0.17% 105
2022
Q2
$579K Buy
1,717
+60
+4% +$20.2K 0.18% 101
2022
Q1
$680K Buy
1,657
+205
+14% +$84.1K 0.18% 87
2021
Q4
$685K Sell
1,452
-35
-2% -$16.5K 0.17% 93
2021
Q3
$632K Hold
1,487
0.19% 79
2021
Q2
$610K Buy
1,487
+9
+0.6% +$3.69K 0.18% 86
2021
Q1
$521K Buy
1,478
+8
+0.5% +$2.82K 0.16% 98
2020
Q4
$484K Sell
1,470
-490
-25% -$161K 0.15% 100
2020
Q3
$707K Buy
1,960
+471
+32% +$170K 0.25% 64
2020
Q2
$490K Sell
1,489
-27
-2% -$8.89K 0.16% 95
2020
Q1
$371K Buy
1,516
+1,297
+592% +$317K 0.14% 106
2019
Q4
$60K Buy
219
+16
+8% +$4.38K 0.02% 398
2019
Q3
$50K Hold
203
0.02% 412
2019
Q2
$46K Buy
203
+24
+13% +$5.44K 0.01% 420
2019
Q1
$38K Sell
179
-9
-5% -$1.91K 0.01% 436
2018
Q4
$32K Sell
188
-44
-19% -$7.49K 0.01% 455
2018
Q3
$45K Buy
232
+2
+0.9% +$388 0.02% 395
2018
Q2
$47K Buy
230
+39
+20% +$7.97K 0.02% 370
2018
Q1
$37K Buy
191
+23
+14% +$4.46K 0.01% 409
2017
Q4
$29K Sell
168
-4
-2% -$690 0.01% 465
2017
Q3
$26K Sell
172
-14
-8% -$2.12K 0.01% 470
2017
Q2
$27K Buy
186
+70
+60% +$10.2K 0.01% 466
2017
Q1
$15K Sell
116
-1,463
-93% -$189K 0.01% 602
2016
Q4
$170K Sell
1,579
-41
-3% -$4.41K 0.07% 167
2016
Q3
$205K Hold
1,620
0.09% 160
2016
Q2
$174K Buy
+1,620
New +$174K 0.08% 161