Stephens Investment Management 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 | $254K | Hold |
482
| – | – | ﹤0.01% | 177 |
|
|
2025
Q1 | $245K | Hold |
482
| – | – | ﹤0.01% | 165 |
|
|
2024
Q4 | $240K | Hold |
482
| – | – | ﹤0.01% | 171 |
|
|
2024
Q3 | $249K | Sell |
482
-37
| -7% | -$19.1K | ﹤0.01% | 160 |
|
|
2024
Q2 | $231K | Buy |
519
+10
| +2% | +$4.46K | ﹤0.01% | 161 |
|
|
2024
Q1 | $217K | Buy |
509
+142
| +39% | +$60.4K | ﹤0.01% | 160 |
|
|
2023
Q4 | $162K | Hold |
367
| – | – | ﹤0.01% | 160 |
|
|
2023
Q3 | $134K | Hold |
367
| – | – | ﹤0.01% | 165 |
|
|
2023
Q2 | $147K | Buy |
367
+89
| +32% | +$35.7K | ﹤0.01% | 167 |
|
|
2023
Q1 | $95.8K | Buy |
+278
| New | +$95.8K | ﹤0.01% | 167 |
|