Rational 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 | $38K | Buy |
+72
| New | +$38K | ﹤0.01% | 139 |
|
|
2024
Q2 | – | Sell |
-196
| Closed | -$83.4K | – | 226 |
|
|
2024
Q1 | $83.4K | Sell |
196
-58
| -23% | -$24.7K | 0.01% | 128 |
|
|
2023
Q4 | $112K | Sell |
254
-388
| -60% | -$171K | 0.01% | 118 |
|
|
2023
Q3 | $235K | Sell |
642
-131
| -17% | -$47.9K | 0.02% | 109 |
|
|
2023
Q2 | $310K | Buy |
+773
| New | +$310K | 0.03% | 111 |
|
|
2021
Q1 | – | Sell |
-307
| Closed | -$101K | – | 231 |
|
|
2020
Q4 | $101K | Buy |
307
+282
| +1,128% | +$92.8K | 0.03% | 158 |
|
|
2020
Q3 | $9K | Sell |
25
-509
| -95% | -$183K | ﹤0.01% | 294 |
|
|
2020
Q2 | $176K | Sell |
534
-16
| -3% | -$5.27K | 0.09% | 145 |
|
|
2020
Q1 | $135K | Sell |
550
-5,274
| -91% | -$1.29M | 0.1% | 138 |
|
|
2019
Q4 | $1.59M | Buy |
5,824
+1,321
| +29% | +$361K | 0.75% | 37 |
|
|
2019
Q3 | $1.1M | Buy |
4,503
+3,358
| +293% | +$823K | 0.43% | 68 |
|
|
2019
Q2 | $261K | Sell |
1,145
-7,950
| -87% | -$1.81M | 0.09% | 186 |
|
|
2019
Q1 | $1.92M | Buy |
9,095
+6,604
| +265% | +$1.39M | 0.52% | 70 |
|
|
2018
Q4 | $423K | Sell |
2,491
-5,286
| -68% | -$898K | 0.13% | 124 |
|
|
2018
Q3 | $1.52M | Sell |
7,777
-1,568
| -17% | -$306K | 0.36% | 79 |
|
|
2018
Q2 | $1.91M | Buy |
9,345
+2,156
| +30% | +$440K | 0.9% | 33 |
|
|
2018
Q1 | $1.37M | Buy |
7,189
+189
| +3% | +$36.1K | 0.65% | 44 |
|
|
2017
Q4 | $1.19M | Sell |
7,000
-500
| -7% | -$84.7K | 0.61% | 53 |
|
|
2017
Q3 | $1.17M | Sell |
7,500
-500
| -6% | -$78.1K | 0.63% | 51 |
|
|
2017
Q2 | $1.17M | Buy |
8,000
+5,700
| +248% | +$832K | 0.73% | 36 |
|
|
2017
Q1 | $301K | Buy |
+2,300
| New | +$301K | 0.2% | 127 |
|