Smart Money Group’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 | $1.08M | Buy |
2,056
+203
| +11% | +$107K | 0.34% | 35 |
|
|
2025
Q1 | $941K | Buy |
1,853
+419
| +29% | +$213K | 0.32% | 38 |
|
|
2024
Q4 | $714K | Buy |
1,434
+74
| +5% | +$36.9K | 0.25% | 63 |
|
|
2024
Q3 | $653K | Buy |
1,360
+105
| +8% | +$50.5K | 0.23% | 64 |
|
|
2024
Q2 | $608K | Buy |
1,255
+165
| +15% | +$80K | 0.22% | 63 |
|
|
2024
Q1 | $453K | Buy |
1,090
+449
| +70% | +$187K | 0.18% | 68 |
|
|
2023
Q4 | $282K | Buy |
+641
| New | +$282K | 0.12% | 72 |
|