Sivia Capital 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 | $547K | Buy |
1,038
+75
| +8% | +$39.5K | 0.16% | 110 |
|
|
2025
Q1 | $489K | Buy |
963
+41
| +4% | +$20.8K | 0.23% | 71 |
|
|
2024
Q4 | $459K | Buy |
922
+11
| +1% | +$5.48K | 0.23% | 64 |
|
|
2024
Q3 | $471K | Hold |
911
| – | – | 0.28% | 61 |
|
|
2024
Q2 | $406K | Buy |
911
+11
| +1% | +$4.91K | 0.27% | 61 |
|
|
2024
Q1 | $383K | Sell |
900
-4
| -0.4% | -$1.7K | 0.26% | 70 |
|
|
2023
Q4 | $398K | Buy |
+904
| New | +$398K | 0.3% | 59 |
|