Stifel Financial’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281M | Sell |
532,478
-3,305
| -0.6% | -$1.74M | 0.27% | 78 |
|
|
2025
Q1 | $272M | Buy |
535,783
+16,096
| +3% | +$8.18M | 0.29% | 76 |
|
|
2024
Q4 | $259M | Sell |
519,687
-23,670
| -4% | -$11.8M | 0.27% | 80 |
|
|
2024
Q3 | $281M | Buy |
543,357
+3,309
| +0.6% | +$1.71M | 0.29% | 79 |
|
|
2024
Q2 | $241M | Buy |
540,048
+40,351
| +8% | +$18M | 0.27% | 85 |
|
|
2024
Q1 | $213M | Buy |
499,697
+23,767
| +5% | +$10.1M | 0.24% | 94 |
|
|
2023
Q4 | $210M | Buy |
475,930
+5,087
| +1% | +$2.24M | 0.26% | 85 |
|
|
2023
Q3 | $172M | Buy |
470,843
+36,646
| +8% | +$13.4M | 0.24% | 94 |
|
|
2023
Q2 | $174M | Buy |
434,197
+3,878
| +0.9% | +$1.55M | 0.24% | 95 |
|
|
2023
Q1 | $148M | Sell |
430,319
-10,657
| -2% | -$3.67M | 0.21% | 113 |
|
|
2022
Q4 | $148M | Buy |
440,976
+1,037
| +0.2% | +$347K | 0.22% | 106 |
|
|
2022
Q3 | $134M | Buy |
439,939
+52,475
| +14% | +$16M | 0.22% | 108 |
|
|
2022
Q2 | $131M | Buy |
387,464
+27,257
| +8% | +$9.19M | 0.2% | 116 |
|
|
2022
Q1 | $148M | Buy |
360,207
+96,105
| +36% | +$39.4M | 0.2% | 118 |
|
|
2021
Q4 | $125M | Buy |
264,102
+11,553
| +5% | +$5.45M | 0.16% | 140 |
|
|
2021
Q3 | $107M | Sell |
252,549
-6,762
| -3% | -$2.87M | 0.16% | 144 |
|
|
2021
Q2 | $106M | Buy |
259,311
+1,910
| +0.7% | +$784K | 0.16% | 146 |
|
|
2021
Q1 | $90.8M | Buy |
257,401
+6,766
| +3% | +$2.39M | 0.15% | 149 |
|
|
2020
Q4 | $82.4M | Sell |
250,635
-11,322
| -4% | -$3.72M | 0.15% | 152 |
|
|
2020
Q3 | $94.5M | Buy |
261,957
+6,885
| +3% | +$2.48M | 0.19% | 121 |
|
|
2020
Q2 | $84M | Sell |
255,072
-4,618
| -2% | -$1.52M | 0.19% | 125 |
|
|
2020
Q1 | $63.5M | Buy |
259,690
+6,147
| +2% | +$1.5M | 0.18% | 137 |
|
|
2019
Q4 | $69.3M | Buy |
253,543
+104,122
| +70% | +$28.4M | 0.14% | 168 |
|
|
2019
Q3 | $36.5M | Buy |
149,421
+64,609
| +76% | +$15.8M | 0.09% | 222 |
|
|
2019
Q2 | $19.3M | Buy |
84,812
+13,793
| +19% | +$3.14M | 0.05% | 337 |
|
|
2019
Q1 | $14.9M | Buy |
71,019
+7,913
| +13% | +$1.66M | 0.04% | 397 |
|
|
2018
Q4 | $10.8M | Buy |
63,106
+18,059
| +40% | +$3.09M | 0.03% | 470 |
|
|
2018
Q3 | $8.85M | Sell |
45,047
-640
| -1% | -$126K | 0.03% | 590 |
|
|
2018
Q2 | $9.31M | Sell |
45,687
-567
| -1% | -$116K | 0.03% | 567 |
|
|
2018
Q1 | $8.86M | Sell |
46,254
-9,107
| -16% | -$1.74M | 0.03% | 574 |
|
|
2017
Q4 | $9.46M | Sell |
55,361
-2,456
| -4% | -$420K | 0.03% | 555 |
|
|
2017
Q3 | $9.04M | Buy |
57,817
+5,074
| +10% | +$793K | 0.03% | 552 |
|
|
2017
Q2 | $7.71M | Sell |
52,743
-7,509
| -12% | -$1.1M | 0.03% | 572 |
|
|
2017
Q1 | $7.9M | Buy |
60,252
+2,347
| +4% | +$308K | 0.03% | 544 |
|
|
2016
Q4 | $6.23M | Buy |
57,905
+1,085
| +2% | +$117K | 0.03% | 581 |
|
|
2016
Q3 | $7.2M | Sell |
56,820
-2,091
| -4% | -$265K | 0.03% | 498 |
|
|
2016
Q2 | $6.32M | Buy |
+58,911
| New | +$6.32M | 0.03% | 513 |
|