Rothschild Investment 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 | $1.39M | Sell |
2,631
-26
| -1% | -$13.7K | 0.09% | 180 |
|
|
2025
Q1 | $1.35M | Buy |
2,657
+32
| +1% | +$16.3K | 0.09% | 195 |
|
|
2024
Q4 | $1.31M | Hold |
2,625
| – | – | 0.09% | 198 |
|
|
2024
Q3 | $1.36M | Buy |
2,625
+825
| +46% | +$426K | 0.09% | 198 |
|
|
2024
Q2 | $803K | Buy |
1,800
+1,364
| +313% | +$608K | 0.06% | 260 |
|
|
2024
Q1 | $185K | Buy |
436
+2
| +0.5% | +$851 | 0.01% | 480 |
|
|
2023
Q4 | $191K | Buy |
+434
| New | +$191K | 0.02% | 425 |
|