Shepherd Financial Partners’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 | $1.28M | Buy |
2,425
+17
| +0.7% | +$8.96K | 0.14% | 100 |
|
|
2025
Q1 | $1.22M | Buy |
2,408
+104
| +5% | +$52.8K | 0.14% | 96 |
|
|
2024
Q4 | $1.15M | Buy |
2,304
+37
| +2% | +$18.4K | 0.14% | 92 |
|
|
2024
Q3 | $1.17M | Sell |
2,267
-104
| -4% | -$53.7K | 0.14% | 90 |
|
|
2024
Q2 | $1.06M | Sell |
2,371
-6
| -0.3% | -$2.68K | 0.14% | 95 |
|
|
2024
Q1 | $1.01M | Buy |
2,377
+134
| +6% | +$57K | 0.13% | 98 |
|
|
2023
Q4 | $988K | Sell |
2,243
-5
| -0.2% | -$2.2K | 0.14% | 98 |
|
|
2023
Q3 | $821K | Buy |
2,248
+53
| +2% | +$19.4K | 0.13% | 99 |
|
|
2023
Q2 | $880K | Buy |
2,195
+2
| +0.1% | +$802 | 0.14% | 94 |
|
|
2023
Q1 | $756K | Buy |
2,193
+10
| +0.5% | +$3.45K | 0.13% | 103 |
|
|
2022
Q4 | $731K | Sell |
2,183
-74
| -3% | -$24.8K | 0.13% | 95 |
|
|
2022
Q3 | $689K | Buy |
2,257
+22
| +1% | +$6.72K | 0.13% | 97 |
|
|
2022
Q2 | $753K | Sell |
2,235
-968
| -30% | -$326K | 0.15% | 92 |
|
|
2022
Q1 | $1.31M | Buy |
+3,203
| New | +$1.31M | 0.23% | 74 |
|