Zacks 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 | $253K | Sell |
479
-160
| -25% | -$84.4K | ﹤0.01% | 585 |
|
|
2025
Q1 | $324K | Buy |
639
+1
| +0.2% | +$508 | ﹤0.01% | 537 |
|
|
2024
Q4 | $318K | Buy |
638
+117
| +22% | +$58.3K | ﹤0.01% | 541 |
|
|
2024
Q3 | $269K | Buy |
+521
| New | +$269K | ﹤0.01% | 578 |
|
|
2021
Q1 | – | Sell |
-12,645
| Closed | -$4.16M | – | 577 |
|
|
2020
Q4 | $4.16M | Buy |
12,645
+1,065
| +9% | +$350K | 0.08% | 179 |
|
|
2020
Q3 | $4.18M | Buy |
11,580
+410
| +4% | +$148K | 0.08% | 157 |
|
|
2020
Q2 | $3.68M | Buy |
11,170
+411
| +4% | +$135K | 0.08% | 154 |
|
|
2020
Q1 | $2.64M | Buy |
+10,759
| New | +$2.64M | 0.06% | 161 |
|
|
2017
Q3 | – | Sell |
-2,402
| Closed | -$351K | – | 656 |
|
|
2017
Q2 | $351K | Buy |
+2,402
| New | +$351K | 0.01% | 479 |
|