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