Romano Brothers & Co’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 | $338K | Buy |
641
+52
| +9% | +$27.4K | 0.04% | 258 |
|
2025
Q1 | $299K | Sell |
589
-18
| -3% | -$9.15K | 0.04% | 268 |
|
2024
Q4 | $302K | Sell |
607
-31
| -5% | -$15.4K | 0.04% | 260 |
|
2024
Q3 | $330K | Hold |
638
| – | – | 0.04% | 253 |
|
2024
Q2 | $285K | Sell |
638
-13
| -2% | -$5.8K | 0.04% | 259 |
|
2024
Q1 | $277K | Hold |
651
| – | – | 0.04% | 267 |
|
2023
Q4 | $287K | Sell |
651
-99
| -13% | -$43.6K | 0.04% | 254 |
|
2023
Q3 | $274K | Sell |
750
-4
| -0.5% | -$1.46K | 0.04% | 262 |
|
2023
Q2 | $302K | Sell |
754
-75
| -9% | -$30.1K | 0.05% | 256 |
|
2023
Q1 | $286K | Sell |
829
-516
| -38% | -$178K | 0.04% | 258 |
|
2022
Q4 | $451K | Sell |
1,345
-31
| -2% | -$10.4K | 0.07% | 213 |
|
2022
Q3 | $420K | Buy |
+1,376
| New | +$420K | 0.07% | 214 |
|