Summit Financial’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 | $6.3M | Buy |
11,943
+619
| +5% | +$326K | 0.14% | 129 |
|
|
2025
Q1 | $5.75M | Sell |
11,324
-119
| -1% | -$60.5K | 0.16% | 127 |
|
|
2024
Q4 | $5.7M | Sell |
11,443
-158
| -1% | -$78.7K | 0.2% | 98 |
|
|
2024
Q3 | $5.99M | Buy |
11,601
+178
| +2% | +$92K | 0.23% | 77 |
|
|
2024
Q2 | $5.09M | Buy |
11,423
+8,260
| +261% | +$3.68M | 0.23% | 69 |
|
|
2024
Q1 | $1.35M | Sell |
3,163
-99
| -3% | -$42.1K | 0.08% | 149 |
|
|
2023
Q4 | $1.44M | Buy |
3,262
+29
| +0.9% | +$12.8K | 0.09% | 134 |
|
|
2023
Q3 | $1.18M | Sell |
3,233
-103
| -3% | -$37.6K | 0.09% | 142 |
|
|
2023
Q2 | $1.34M | Buy |
3,336
+1,464
| +78% | +$587K | 0.1% | 122 |
|
|
2023
Q1 | $646K | Buy |
1,872
+11
| +0.6% | +$3.79K | 0.06% | 155 |
|
|
2022
Q4 | $623K | Buy |
1,861
+385
| +26% | +$129K | 0.06% | 151 |
|
|
2022
Q3 | $451K | Buy |
1,476
+449
| +44% | +$137K | 0.04% | 179 |
|
|
2022
Q2 | $346K | Sell |
1,027
-283
| -22% | -$95.4K | 0.03% | 185 |
|
|
2022
Q1 | $537K | Buy |
1,310
+409
| +45% | +$168K | 0.04% | 169 |
|
|
2021
Q4 | $425K | Buy |
901
+151
| +20% | +$71.3K | 0.03% | 180 |
|
|
2021
Q3 | $319K | Buy |
+750
| New | +$319K | 0.03% | 183 |
|