Pinion Investment Advisors’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 | $497K | Sell |
943
-1
| -0.1% | -$527 | 0.17% | 97 |
|
|
2025
Q1 | $480K | Buy |
944
+1
| +0.1% | +$508 | 0.11% | 102 |
|
|
2024
Q4 | $470K | Sell |
943
-24
| -2% | -$12K | 0.19% | 96 |
|
|
2024
Q3 | $500K | Buy |
967
+30
| +3% | +$15.5K | 0.21% | 92 |
|
|
2024
Q2 | $418K | Sell |
937
-100
| -10% | -$44.6K | 0.21% | 92 |
|
|
2024
Q1 | $441K | Buy |
1,037
+15
| +1% | +$6.38K | 0.23% | 86 |
|
|
2023
Q4 | $450K | Sell |
1,022
-142
| -12% | -$62.6K | 0.27% | 81 |
|
|
2023
Q3 | $425K | Buy |
1,164
+44
| +4% | +$16.1K | 0.28% | 89 |
|
|
2023
Q2 | $449K | Buy |
1,120
+210
| +23% | +$84.2K | 0.3% | 85 |
|
|
2023
Q1 | $314K | Sell |
910
-284
| -24% | -$98K | 0.29% | 90 |
|
|
2022
Q4 | $400K | Sell |
1,194
-283
| -19% | -$94.8K | 0.38% | 73 |
|
|
2022
Q3 | $451K | Sell |
1,477
-306
| -17% | -$93.4K | 0.39% | 80 |
|
|
2022
Q2 | $601K | Buy |
1,783
+34
| +2% | +$11.5K | 0.5% | 59 |
|
|
2022
Q1 | $717K | Sell |
1,749
-260
| -13% | -$107K | 0.5% | 57 |
|
|
2021
Q4 | $948K | Buy |
2,009
+106
| +6% | +$50K | 0.64% | 44 |
|
|
2021
Q3 | $809K | Sell |
1,903
-10
| -0.5% | -$4.25K | 0.65% | 45 |
|
|
2021
Q2 | $785K | Buy |
1,913
+51
| +3% | +$20.9K | 0.63% | 46 |
|
|
2021
Q1 | $657K | Buy |
1,862
+208
| +13% | +$73.4K | 0.61% | 50 |
|
|
2020
Q4 | $544K | Buy |
1,654
+625
| +61% | +$206K | 0.57% | 57 |
|
|
2020
Q3 | $339K | Hold |
1,029
| – | – | 0.51% | 76 |
|
|
2020
Q2 | $339K | Buy |
+1,029
| New | +$339K | 0.51% | 76 |
|