Stamos 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 | $869K | Buy |
1,648
+463
| +39% | +$244K | 0.16% | 118 |
|
|
2025
Q1 | $602K | Sell |
1,185
-325
| -22% | -$165K | 0.16% | 119 |
|
|
2024
Q4 | $752K | Buy |
1,510
+1,010
| +202% | +$503K | 0.18% | 114 |
|
|
2024
Q3 | $258K | Sell |
500
-670
| -57% | -$346K | 0.06% | 122 |
|
|
2024
Q2 | $522K | Buy |
+1,170
| New | +$522K | 0.11% | 124 |
|