Principal Securities’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 | $2.03M | Buy |
3,859
+252
| +7% | +$133K | 0.04% | 406 |
|
|
2025
Q1 | $1.8M | Hold |
3,607
| – | – | 0.04% | 395 |
|
|
2024
Q4 | $1.8M | Buy |
3,607
+969
| +37% | +$483K | 0.04% | 392 |
|
|
2024
Q3 | $1.36M | Buy |
2,638
+235
| +10% | +$121K | 0.03% | 447 |
|
|
2024
Q2 | $1.07M | Sell |
2,403
-583
| -20% | -$260K | 0.03% | 463 |
|
|
2024
Q1 | $1.27M | Sell |
2,986
-844
| -22% | -$359K | 0.04% | 393 |
|
|
2023
Q4 | $1.69M | Buy |
+3,830
| New | +$1.69M | 0.06% | 281 |
|