Stonebrook Private’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 | $1.07M | Sell |
2,032
-67
| -3% | -$35.3K | 0.25% | 85 |
|
|
2025
Q1 | $1.07M | Buy |
2,099
+30
| +1% | +$15.2K | 0.28% | 81 |
|
|
2024
Q4 | $1.03M | Buy |
2,069
+117
| +6% | +$58.3K | 0.27% | 77 |
|
|
2024
Q3 | $1.01M | Buy |
1,952
+72
| +4% | +$37.2K | 0.27% | 79 |
|
|
2024
Q2 | $838K | Buy |
1,880
+211
| +13% | +$94.1K | 0.24% | 85 |
|
|
2024
Q1 | $710K | Buy |
1,669
+137
| +9% | +$58.3K | 0.21% | 94 |
|
|
2023
Q4 | $675K | Buy |
+1,532
| New | +$675K | 0.23% | 87 |
|