Sunpointe’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
$241K Sell
458
-58
-11% -$30.6K 0.1% 197
2025
Q1
$262K Buy
516
+44
+9% +$22.3K 0.14% 133
2024
Q4
$235K Hold
472
0.12% 158
2024
Q3
$244K Sell
472
-26
-5% -$13.4K 0.2% 131
2024
Q2
$222K Buy
+498
New +$222K 0.14% 138
2024
Q1
Sell
-482
Closed -$212K 142
2023
Q4
$212K Buy
+482
New +$212K 0.27% 116