Savant Capital’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 | $3.31M | Buy |
6,272
+308
| +5% | +$162K | 0.02% | 410 |
|
|
2025
Q1 | $3.03M | Buy |
5,964
+558
| +10% | +$284K | 0.02% | 387 |
|
|
2024
Q4 | $2.69M | Buy |
5,406
+865
| +19% | +$431K | 0.02% | 366 |
|
|
2024
Q3 | $2.35M | Buy |
4,541
+867
| +24% | +$448K | 0.02% | 386 |
|
|
2024
Q2 | $1.64M | Buy |
3,674
+427
| +13% | +$190K | 0.02% | 440 |
|
|
2024
Q1 | $1.38M | Sell |
3,247
-548
| -14% | -$233K | 0.02% | 455 |
|
|
2023
Q4 | $1.67M | Buy |
3,795
+656
| +21% | +$289K | 0.02% | 319 |
|
|
2023
Q3 | $1.15M | Buy |
3,139
+25
| +0.8% | +$9.14K | 0.02% | 359 |
|
|
2023
Q2 | $1.25M | Buy |
3,114
+338
| +12% | +$136K | 0.02% | 334 |
|
|
2023
Q1 | $957K | Buy |
2,776
+741
| +36% | +$255K | 0.02% | 331 |
|
|
2022
Q4 | $682K | Buy |
2,035
+99
| +5% | +$33.2K | 0.02% | 320 |
|
|
2022
Q3 | $591K | Sell |
1,936
-72
| -4% | -$22K | 0.02% | 316 |
|
|
2022
Q2 | $677K | Buy |
2,008
+236
| +13% | +$79.6K | 0.02% | 294 |
|
|
2022
Q1 | $727K | Buy |
1,772
+319
| +22% | +$131K | 0.02% | 291 |
|
|
2021
Q4 | $686K | Buy |
1,453
+100
| +7% | +$47.2K | 0.02% | 297 |
|
|
2021
Q3 | $575K | Buy |
1,353
+36
| +3% | +$15.3K | 0.02% | 296 |
|
|
2021
Q2 | $541K | Buy |
1,317
+27
| +2% | +$11.1K | 0.02% | 295 |
|
|
2021
Q1 | $455K | Buy |
1,290
+14
| +1% | +$4.94K | 0.02% | 300 |
|
|
2020
Q4 | $419K | Sell |
1,276
-65
| -5% | -$21.3K | 0.02% | 299 |
|
|
2020
Q3 | $484K | Sell |
1,341
-296
| -18% | -$107K | 0.03% | 253 |
|
|
2020
Q2 | $539K | Buy |
1,637
+93
| +6% | +$30.6K | 0.04% | 233 |
|
|
2020
Q1 | $378K | Buy |
1,544
+206
| +15% | +$50.4K | 0.04% | 256 |
|
|
2019
Q4 | $365K | Sell |
1,338
-14
| -1% | -$3.82K | 0.04% | 252 |
|
|
2019
Q3 | $331K | Buy |
1,352
+15
| +1% | +$3.67K | 0.05% | 248 |
|
|
2019
Q2 | $305K | Sell |
1,337
-88
| -6% | -$20.1K | 0.04% | 261 |
|
|
2019
Q1 | $300K | Buy |
1,425
+240
| +20% | +$50.5K | 0.06% | 218 |
|
|
2018
Q4 | $201K | Sell |
1,185
-30
| -2% | -$5.09K | 0.04% | 252 |
|
|
2018
Q3 | $237K | Sell |
1,215
-37
| -3% | -$7.22K | 0.04% | 260 |
|
|
2018
Q2 | $255K | Hold |
1,252
| – | – | 0.05% | 238 |
|
|
2018
Q1 | $239K | Buy |
+1,252
| New | +$239K | 0.05% | 255 |
|
|
2017
Q4 | – | Sell |
-1,338
| Closed | -$209K | – | 290 |
|
|
2017
Q3 | $209K | Buy |
+1,338
| New | +$209K | 0.05% | 260 |
|