Tortoise 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 | $107K | Sell |
202
-6
| -3% | -$3.16K | 0.01% | 288 |
|
|
2025
Q1 | $106K | Sell |
208
-74
| -26% | -$37.6K | 0.01% | 277 |
|
|
2024
Q4 | $140K | Buy |
282
+1
| +0.4% | +$498 | 0.01% | 265 |
|
|
2024
Q3 | $145K | Buy |
281
+35
| +14% | +$18.1K | 0.02% | 265 |
|
|
2024
Q2 | $110K | Sell |
246
-49
| -17% | -$21.9K | 0.01% | 284 |
|
|
2024
Q1 | $126K | Sell |
295
-19
| -6% | -$8.08K | 0.02% | 266 |
|
|
2023
Q4 | $138K | Hold |
314
| – | – | 0.02% | 246 |
|
|
2023
Q3 | $115K | Hold |
314
| – | – | 0.02% | 257 |
|
|
2023
Q2 | $126K | Hold |
314
| – | – | 0.02% | 253 |
|
|
2023
Q1 | $108K | Hold |
314
| – | – | 0.02% | 259 |
|
|
2022
Q4 | $105K | Sell |
314
-67
| -18% | -$22.4K | 0.02% | 260 |
|
|
2022
Q3 | $116K | Buy |
381
+5
| +1% | +$1.52K | 0.02% | 233 |
|
|
2022
Q2 | $127K | Sell |
376
-12
| -3% | -$4.05K | 0.02% | 204 |
|
|
2022
Q1 | $159K | Buy |
388
+155
| +67% | +$63.5K | 0.03% | 197 |
|
|
2021
Q4 | $110K | Hold |
233
| – | – | 0.02% | 209 |
|
|
2021
Q3 | $99K | Hold |
233
| – | – | 0.02% | 200 |
|
|
2021
Q2 | $96K | Hold |
233
| – | – | 0.02% | 202 |
|
|
2021
Q1 | $82K | Buy |
+233
| New | +$82K | 0.02% | 213 |
|