Vest Financial’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 | $62.2M | Buy |
117,979
+8,106
| +7% | +$4.27M | 0.88% | 22 |
|
|
2025
Q1 | $55.8M | Sell |
109,873
-7,024
| -6% | -$3.57M | 0.87% | 42 |
|
|
2024
Q4 | $58.2M | Buy |
116,897
+14,650
| +14% | +$7.3M | 1.03% | 14 |
|
|
2024
Q3 | $52.8M | Sell |
102,247
-5,344
| -5% | -$2.76M | 1.02% | 41 |
|
|
2024
Q2 | $48M | Buy |
107,591
+24,145
| +29% | +$10.8M | 1.15% | 13 |
|
|
2024
Q1 | $35.5M | Buy |
83,446
+6,584
| +9% | +$2.8M | 0.94% | 63 |
|
|
2023
Q4 | $33.9M | Buy |
76,862
+23,242
| +43% | +$10.2M | 1.26% | 10 |
|
|
2023
Q3 | $19.6M | Buy |
53,620
+19,467
| +57% | +$7.11M | 1.07% | 55 |
|
|
2023
Q2 | $13.6M | Buy |
34,153
+6,615
| +24% | +$2.63M | 1.26% | 12 |
|
|
2023
Q1 | $9.49M | Sell |
27,538
-2,887
| -9% | -$995K | 1.29% | 51 |
|
|
2022
Q4 | $10.2M | Buy |
30,425
+5,339
| +21% | +$1.79M | 1.59% | 17 |
|
|
2022
Q3 | $7.66M | Buy |
25,086
+226
| +0.9% | +$69K | 1.45% | 53 |
|
|
2022
Q2 | $8.52M | Buy |
24,860
+4,838
| +24% | +$1.66M | 1.55% | 34 |
|
|
2022
Q1 | $8.21M | Buy |
20,022
+4,927
| +33% | +$2.02M | 1.49% | 38 |
|
|
2021
Q4 | $7.12M | Buy |
15,095
+2,587
| +21% | +$1.22M | 1.55% | 35 |
|
|
2021
Q3 | $5.32M | Buy |
12,508
+2,160
| +21% | +$918K | 1.62% | 15 |
|
|
2021
Q2 | $4.25M | Buy |
10,348
+2,410
| +30% | +$989K | 1.61% | 12 |
|
|
2021
Q1 | $2.8M | Buy |
7,938
+1,541
| +24% | +$544K | 1.61% | 17 |
|
|
2020
Q4 | $2.1M | Buy |
+6,397
| New | +$2.1M | 1.41% | 58 |
|