Red Tortoise LLC’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 | $15.7K | Hold |
30
| – | – | 0.01% | 202 |
|
|
2025
Q1 | $15.1K | Hold |
30
| – | – | 0.01% | 179 |
|
|
2024
Q4 | $14.8K | Hold |
30
| – | – | 0.01% | 191 |
|
|
2024
Q3 | $15.4K | Hold |
30
| – | – | 0.01% | 188 |
|
|
2024
Q2 | $13.3K | Hold |
30
| – | – | 0.01% | 198 |
|
|
2024
Q1 | $12.6K | Buy |
30
+20
| +200% | +$8.42K | 0.01% | 190 |
|
|
2023
Q4 | $4.41K | Hold |
10
| – | – | ﹤0.01% | 313 |
|
|
2023
Q3 | $3.65K | Sell |
10
-13
| -57% | -$4.75K | ﹤0.01% | 331 |
|
|
2023
Q2 | $9.22K | Hold |
23
| – | – | 0.01% | 186 |
|
|
2023
Q1 | $7.93K | Hold |
23
| – | – | 0.01% | 203 |
|
|
2022
Q4 | $7.7K | Buy |
+23
| New | +$7.7K | 0.01% | 251 |
|
|
2021
Q4 | – | Sell |
-19
| Closed | -$6K | – | 480 |
|
|
2021
Q3 | $6K | Buy |
+19
| New | +$6K | ﹤0.01% | 280 |
|