Pinnacle Associates’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 | $2.68M | Buy |
5,083
+110
| +2% | +$58K | 0.04% | 338 |
|
|
2025
Q1 | $2.53M | Buy |
4,973
+1,048
| +27% | +$533K | 0.04% | 338 |
|
|
2024
Q4 | $1.95M | Buy |
3,925
+1,408
| +56% | +$701K | 0.03% | 372 |
|
|
2024
Q3 | $1.11M | Buy |
2,517
+184
| +8% | +$81.1K | 0.02% | 453 |
|
|
2024
Q2 | $1.04M | Sell |
2,333
-246
| -10% | -$110K | 0.02% | 460 |
|
|
2024
Q1 | $1.1M | Buy |
2,579
+62
| +2% | +$26.4K | 0.02% | 465 |
|
|
2023
Q4 | $1.11M | Buy |
2,517
+387
| +18% | +$171K | 0.02% | 461 |
|
|
2023
Q3 | $778K | Buy |
2,130
+539
| +34% | +$197K | 0.01% | 490 |
|
|
2023
Q2 | $638K | Buy |
1,591
+19
| +1% | +$7.62K | 0.01% | 536 |
|
|
2023
Q1 | $542K | Buy |
1,572
+226
| +17% | +$77.9K | 0.01% | 504 |
|
|
2022
Q4 | $451K | Buy |
1,346
+398
| +42% | +$133K | 0.01% | 520 |
|
|
2022
Q3 | $289K | Buy |
948
+126
| +15% | +$38.4K | 0.01% | 607 |
|
|
2022
Q2 | $277K | Buy |
+822
| New | +$277K | 0.01% | 629 |
|