Riverview Trust Company’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 | – | Sell |
-105
| Closed | -$53.4K | – | 533 |
|
2025
Q1 | $53.4K | Sell |
105
-6
| -5% | -$3.05K | 0.05% | 216 |
|
2024
Q4 | $55.3K | Hold |
111
| – | – | 0.05% | 210 |
|
2024
Q3 | $57.3K | Buy |
111
+6
| +6% | +$3.1K | 0.05% | 219 |
|
2024
Q2 | $46.8K | Hold |
105
| – | – | 0.04% | 236 |
|
2024
Q1 | $44.7K | Buy |
+105
| New | +$44.7K | 0.03% | 258 |
|
2023
Q4 | – | Sell |
-105
| Closed | -$38.4K | – | 559 |
|
2023
Q3 | $38.4K | Hold |
105
| – | – | 0.03% | 275 |
|
2023
Q2 | $42.1K | Buy |
105
+65
| +163% | +$26.1K | 0.04% | 226 |
|
2023
Q1 | $13.8K | Buy |
40
+2
| +5% | +$690 | 0.01% | 546 |
|
2022
Q4 | $13K | Sell |
38
-299
| -89% | -$102K | 0.01% | 593 |
|
2022
Q3 | $103K | Buy |
337
+171
| +103% | +$52.3K | 0.1% | 133 |
|
2022
Q2 | $56K | Buy |
+166
| New | +$56K | 0.05% | 199 |
|