Principal Street Partners’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 | $612K | Buy |
1,162
+614
| +112% | +$324K | 0.06% | 181 |
|
|
2025
Q1 | $278K | Sell |
548
-22
| -4% | -$11.2K | 0.05% | 180 |
|
|
2024
Q4 | $284K | Buy |
570
+41
| +8% | +$20.4K | 0.06% | 178 |
|
|
2024
Q3 | $236K | Sell |
529
-8
| -1% | -$3.57K | 0.04% | 198 |
|
|
2024
Q2 | $239K | Hold |
537
| – | – | 0.04% | 207 |
|
|
2024
Q1 | $232K | Buy |
537
+8
| +2% | +$3.45K | 0.04% | 218 |
|
|
2023
Q4 | $233K | Buy |
+529
| New | +$233K | 0.06% | 187 |
|
|
2023
Q3 | – | Sell |
-529
| Closed | -$212K | – | 230 |
|
|
2023
Q2 | $212K | Buy |
+529
| New | +$212K | 0.05% | 207 |
|
|
2022
Q4 | – | Sell |
-698
| Closed | -$213K | – | 240 |
|
|
2022
Q3 | $213K | Buy |
698
+96
| +16% | +$29.3K | 0.06% | 187 |
|
|
2022
Q2 | $203K | Buy |
+602
| New | +$203K | 0.05% | 200 |
|