Smith Anglin Financial’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 | $251K | Sell |
477
-13
| -3% | -$6.85K | 0.02% | 175 |
|
|
2025
Q1 | $249K | Sell |
490
-23
| -4% | -$11.7K | 0.03% | 175 |
|
|
2024
Q4 | $255K | Buy |
513
+1
| +0.2% | +$498 | 0.02% | 169 |
|
|
2024
Q3 | $265K | Buy |
512
+35
| +7% | +$18.1K | 0.03% | 165 |
|
|
2024
Q2 | $213K | Hold |
477
| – | – | 0.02% | 182 |
|
|
2024
Q1 | $203K | Sell |
477
-6
| -1% | -$2.55K | 0.02% | 189 |
|
|
2023
Q4 | $213K | Buy |
+483
| New | +$213K | 0.02% | 167 |
|
|
2022
Q2 | – | Sell |
-492
| Closed | -$202K | – | 146 |
|
|
2022
Q1 | $202K | Buy |
+492
| New | +$202K | 0.05% | 133 |
|