Sunbelt Securities’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 | $478K | Buy |
959
+855
| +822% | +$426K | 0.04% | 362 |
|
|
2025
Q1 | $52.6K | Sell |
104
-855
| -89% | -$432K | ﹤0.01% | 892 |
|
|
2024
Q4 | $478K | Sell |
959
-122
| -11% | -$60.8K | 0.04% | 363 |
|
|
2024
Q3 | $559K | Sell |
1,081
-7
| -0.6% | -$3.62K | 0.05% | 328 |
|
|
2024
Q2 | $485K | Sell |
1,088
-45
| -4% | -$20.1K | 0.05% | 346 |
|
|
2024
Q1 | $482K | Sell |
1,133
-30
| -3% | -$12.8K | 0.05% | 332 |
|
|
2023
Q4 | $512K | Sell |
1,163
-44
| -4% | -$19.4K | 0.06% | 299 |
|
|
2023
Q3 | $441K | Sell |
1,207
-22
| -2% | -$8.04K | 0.06% | 309 |
|
|
2023
Q2 | $493K | Buy |
1,229
+28
| +2% | +$11.2K | 0.07% | 281 |
|
|
2023
Q1 | $410K | Buy |
1,201
+6
| +0.5% | +$2.05K | 0.07% | 291 |
|
|
2022
Q4 | $400K | Sell |
1,195
-92
| -7% | -$30.8K | 0.08% | 286 |
|
|
2022
Q3 | $393K | Sell |
1,287
-113
| -8% | -$34.5K | 0.08% | 280 |
|
|
2022
Q2 | $472K | Sell |
1,400
-27
| -2% | -$9.1K | 0.1% | 250 |
|
|
2022
Q1 | $598K | Sell |
1,427
-117
| -8% | -$49K | 0.11% | 217 |
|
|
2021
Q4 | $617K | Buy |
1,544
+267
| +21% | +$107K | 0.1% | 225 |
|
|
2021
Q3 | $529K | Hold |
1,277
| – | – | 0.1% | 243 |
|
|
2021
Q2 | $529K | Buy |
1,277
+25
| +2% | +$10.4K | 0.1% | 243 |
|
|
2021
Q1 | $442K | Hold |
1,252
| – | – | 0.09% | 261 |
|
|
2020
Q4 | $412K | Sell |
1,252
-220
| -15% | -$72.4K | 0.09% | 261 |
|
|
2020
Q3 | $531K | Sell |
1,472
-42
| -3% | -$15.2K | 0.15% | 180 |
|
|
2020
Q2 | $499K | Buy |
+1,514
| New | +$499K | 0.17% | 154 |
|
|
2020
Q1 | – | Sell |
-975
| Closed | -$266K | – | 615 |
|
|
2019
Q4 | $266K | Sell |
975
-28
| -3% | -$7.64K | 0.03% | 471 |
|
|
2019
Q3 | $242K | Buy |
+1,003
| New | +$242K | 0.03% | 473 |
|