Texas Yale Capital Corp’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 | $3.21M | Buy |
6,083
+94
| +2% | +$49.6K | 0.11% | 135 |
|
|
2025
Q1 | $3.04M | Buy |
5,989
+41
| +0.7% | +$20.8K | 0.13% | 140 |
|
|
2024
Q4 | $2.96M | Hold |
5,948
| – | – | 0.12% | 138 |
|
|
2024
Q3 | $3.07M | Buy |
5,948
+30
| +0.5% | +$15.5K | 0.13% | 136 |
|
|
2024
Q2 | $2.64M | Buy |
5,918
+99
| +2% | +$44.2K | 0.13% | 141 |
|
|
2024
Q1 | $2.48M | Buy |
5,819
+48
| +0.8% | +$20.4K | 0.11% | 147 |
|
|
2023
Q4 | $2.54M | Buy |
5,771
+141
| +3% | +$62.1K | 0.12% | 142 |
|
|
2023
Q3 | $2.06M | Hold |
5,630
| – | – | 0.09% | 149 |
|
|
2023
Q2 | $2.26M | Hold |
5,630
| – | – | 0.11% | 143 |
|
|
2023
Q1 | $1.94M | Sell |
5,630
-40
| -0.7% | -$13.8K | 0.1% | 168 |
|
|
2022
Q4 | $1.9M | Sell |
5,670
-230
| -4% | -$77K | 0.11% | 165 |
|
|
2022
Q3 | $1.8M | Buy |
5,900
+70
| +1% | +$21.4K | 0.12% | 158 |
|
|
2022
Q2 | $1.97M | Buy |
5,830
+110
| +2% | +$37.1K | 0.13% | 155 |
|
|
2022
Q1 | $2.35M | Hold |
5,720
| – | – | 0.13% | 149 |
|
|
2021
Q4 | $2.7M | Hold |
5,720
| – | – | 0.14% | 135 |
|
|
2021
Q3 | $2.43M | Buy |
5,720
+50
| +0.9% | +$21.2K | 0.14% | 140 |
|
|
2021
Q2 | $2.33M | Hold |
5,670
| – | – | 0.13% | 145 |
|
|
2021
Q1 | $2M | Hold |
5,670
| – | – | 0.13% | 151 |
|
|
2020
Q4 | $1.86M | Buy |
5,670
+205
| +4% | +$67.4K | 0.13% | 156 |
|
|
2020
Q3 | $1.97M | Hold |
5,465
| – | – | 0.15% | 136 |
|
|
2020
Q2 | $1.8M | Hold |
5,465
| – | – | 0.15% | 139 |
|
|
2020
Q1 | $1.34M | Buy |
5,465
+300
| +6% | +$73.5K | 0.13% | 154 |
|
|
2019
Q4 | $1.41M | Buy |
5,165
+138
| +3% | +$37.7K | 0.1% | 202 |
|
|
2019
Q3 | $1.23M | Hold |
5,027
| – | – | 0.09% | 210 |
|
|
2019
Q2 | $1.15M | Sell |
5,027
-4,465
| -47% | -$1.02M | 0.09% | 224 |
|
|
2019
Q1 | $2M | Buy |
9,492
+5,242
| +123% | +$1.1M | 0.08% | 225 |
|
|
2018
Q4 | $722K | Buy |
4,250
+850
| +25% | +$144K | 0.07% | 246 |
|
|
2018
Q3 | $664K | Hold |
3,400
| – | – | 0.05% | 293 |
|
|
2018
Q2 | $693K | Hold |
3,400
| – | – | 0.06% | 268 |
|
|
2018
Q1 | $650K | Hold |
3,400
| – | – | 0.06% | 277 |
|
|
2017
Q4 | $576K | Sell |
3,400
-2,400
| -41% | -$407K | 0.05% | 302 |
|
|
2017
Q3 | $907K | Sell |
5,800
-27
| -0.5% | -$4.22K | 0.08% | 240 |
|
|
2017
Q2 | $851K | Buy |
+5,827
| New | +$851K | 0.07% | 242 |
|