Stratos Investment Management’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 | $266K | Sell |
504
-27
| -5% | -$14.2K | 0.01% | 314 |
|
|
2025
Q1 | $270K | Buy |
531
+89
| +20% | +$45.3K | 0.01% | 268 |
|
|
2024
Q4 | $221K | Sell |
442
-3
| -0.7% | -$1.5K | 0.01% | 255 |
|
|
2024
Q3 | $230K | Sell |
445
-8
| -2% | -$4.14K | 0.02% | 227 |
|
|
2024
Q2 | $202K | Buy |
+453
| New | +$202K | 0.02% | 221 |
|
|
2021
Q4 | – | Sell |
-611
| Closed | -$260K | – | 228 |
|
|
2021
Q3 | $260K | Buy |
+611
| New | +$260K | 0.05% | 208 |
|
|
2020
Q1 | – | Sell |
-948
| Closed | -$259K | – | 119 |
|
|
2019
Q4 | $259K | Buy |
+948
| New | +$259K | 0.12% | 99 |
|