VeraBank’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 | $328K | Sell |
622
-16
| -3% | -$8.44K | 0.07% | 148 |
|
2025
Q1 | $324K | Hold |
638
| – | – | 0.09% | 115 |
|
2024
Q4 | $318K | Buy |
638
+12
| +2% | +$5.98K | 0.09% | 115 |
|
2024
Q3 | $323K | Hold |
626
| – | – | 0.09% | 118 |
|
2024
Q2 | $279K | Hold |
626
| – | – | 0.09% | 121 |
|
2024
Q1 | $266K | Hold |
626
| – | – | 0.08% | 130 |
|
2023
Q4 | $276K | Hold |
626
| – | – | 0.09% | 120 |
|
2023
Q3 | $229K | Hold |
626
| – | – | 0.09% | 126 |
|
2023
Q2 | $251K | Hold |
626
| – | – | 0.1% | 117 |
|
2023
Q1 | $216K | Hold |
626
| – | – | 0.1% | 127 |
|
2022
Q4 | $210K | Buy |
+626
| New | +$210K | 0.1% | 126 |
|
2022
Q3 | – | Sell |
-626
| Closed | -$211K | – | 125 |
|
2022
Q2 | $211K | Buy |
626
+5
| +0.8% | +$1.69K | 0.12% | 123 |
|
2022
Q1 | $255K | Hold |
621
| – | – | 0.13% | 112 |
|
2021
Q4 | $293K | Buy |
621
+16
| +3% | +$7.55K | 0.15% | 110 |
|
2021
Q3 | $257K | Hold |
605
| – | – | 0.15% | 114 |
|
2021
Q2 | $248K | Buy |
605
+27
| +5% | +$11.1K | 0.15% | 106 |
|
2021
Q1 | $204K | Buy |
+578
| New | +$204K | 0.13% | 111 |
|
2020
Q4 | – | Sell |
-578
| Closed | -$208K | – | 109 |
|
2020
Q3 | $208K | Buy |
+578
| New | +$208K | 0.16% | 100 |
|