Stifel Financial’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281M | Sell |
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|
2025
Q1 | $272M | Buy |
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|
2024
Q4 | $259M | Sell |
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|
2024
Q3 | $281M | Buy |
|
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|
2024
Q2 | $241M | Buy |
|
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|
2024
Q1 | $213M | Buy |
|
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|
2023
Q4 | $210M | Buy |
|
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|
2023
Q3 | $172M | Buy |
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|
2023
Q2 | $174M | Buy |
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|
2023
Q1 | $148M | Sell |
|
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|
2022
Q4 | $148M | Buy |
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|
2022
Q3 | $134M | Buy |
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|
2022
Q2 | $131M | Buy |
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|
2022
Q1 | $148M | Buy |
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|
2021
Q4 | $125M | Buy |
|
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|
2021
Q3 | $107M | Sell |
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|
2021
Q2 | $106M | Buy |
|
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|
2021
Q1 | $90.8M | Buy |
|
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|
2020
Q4 | $82.4M | Sell |
|
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|
2020
Q3 | $94.5M | Buy |
|
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|
2020
Q2 | $84M | Sell |
|
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|
2020
Q1 | $63.5M | Buy |
|
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|
2019
Q4 | $69.3M | Buy |
|
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|
2019
Q3 | $36.5M | Buy |
|
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|
2019
Q2 | $19.3M | Buy |
|
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|
2019
Q1 | $14.9M | Buy |
|
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|
2018
Q4 | $10.8M | Buy |
|
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|
2018
Q3 | $8.85M | Sell |
|
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|
2018
Q2 | $9.31M | Sell |
|
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|
2018
Q1 | $8.86M | Sell |
|
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|
2017
Q4 | $9.46M | Sell |
|
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|
2017
Q3 | $9.04M | Buy |
|
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|
2017
Q2 | $7.71M | Sell |
|
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|
2017
Q1 | $7.9M | Buy |
|
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|
2016
Q4 | $6.23M | Buy |
|
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|
2016
Q3 | $7.2M | Sell |
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|
2016
Q2 | $6.32M | Buy |
|