Albion Financial Group’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 | $73K | Hold |
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|
2025
Q2 | $79.1K | Hold |
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|
2025
Q1 | $76.2K | Hold |
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|
2024
Q4 | $74.7K | Sell |
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|
2024
Q3 | $98.2K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.64K | Hold |
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|
2023
Q3 | $2.19K | Hold |
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|
2023
Q2 | $2.41K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $482K | Buy |
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|
2021
Q4 | $550K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $287K | Hold |
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|
2019
Q2 | $267K | Hold |
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|
2019
Q1 | $246K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $229K | Hold |
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|
2018
Q2 | $239K | Hold |
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|
2018
Q1 | $224K | Buy |
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