Advisors Capital Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $911K | Buy |
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|
2025
Q2 | $979K | Buy |
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|
2025
Q1 | $904K | Buy |
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|
2024
Q4 | $793K | Buy |
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|
2024
Q3 | $769K | Sell |
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|
2024
Q2 | $716K | Buy |
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|
2024
Q1 | $597K | Sell |
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|
2023
Q4 | $3.84M | Buy |
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|
2023
Q3 | $2.66M | Buy |
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|
2023
Q2 | $388K | Buy |
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|
2023
Q1 | $323K | Sell |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $411K | Sell |
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|
2022
Q2 | $509K | Buy |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q4 | $598K | Buy |
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|
2021
Q3 | $525K | Buy |
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|
2021
Q2 | $489K | Sell |
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|
2021
Q1 | $431K | Buy |
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