Stonegate Investment 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 | $731K | Sell |
1,386
-35
| -2% | -$18.4K | 0.02% | 196 |
|
|
2025
Q1 | $722K | Sell |
1,421
-50
| -3% | -$25.4K | 0.02% | 182 |
|
|
2024
Q4 | $733K | Sell |
1,471
-57
| -4% | -$28.4K | 0.02% | 175 |
|
|
2024
Q3 | $790K | Sell |
1,528
-138
| -8% | -$71.3K | 0.02% | 184 |
|
|
2024
Q2 | $743K | Buy |
1,666
+186
| +13% | +$83K | 0.02% | 187 |
|
|
2024
Q1 | $630K | Sell |
1,480
-174
| -11% | -$74K | 0.02% | 194 |
|
|
2023
Q4 | $729K | Buy |
1,654
+144
| +10% | +$63.4K | 0.02% | 179 |
|
|
2023
Q3 | $552K | Sell |
1,510
-59
| -4% | -$21.6K | 0.02% | 195 |
|
|
2023
Q2 | $629K | Buy |
1,569
+20
| +1% | +$8.02K | 0.02% | 192 |
|
|
2023
Q1 | $534K | Sell |
1,549
-40
| -3% | -$13.8K | 0.02% | 200 |
|
|
2022
Q4 | $532K | Buy |
1,589
+23
| +1% | +$7.7K | 0.02% | 198 |
|
|
2022
Q3 | $478K | Buy |
1,566
+364
| +30% | +$111K | 0.02% | 185 |
|
|
2022
Q2 | $405K | Buy |
1,202
+265
| +28% | +$89.3K | 0.02% | 201 |
|
|
2022
Q1 | $384K | Buy |
937
+310
| +49% | +$127K | 0.01% | 184 |
|
|
2021
Q4 | $296K | Buy |
+627
| New | +$296K | 0.01% | 216 |
|