Ascent 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
Q2
$4.77M Buy
2025
Q1
$4.58M Buy
2024
Q4
$4.47M Buy
2024
Q3
$4.41M Buy
2024
Q2
$2.56M Buy
2024
Q1
$2.26M Buy
2023
Q4
$2.24M Buy
2023
Q3
$1.89M Buy
2023
Q2
$1.85M Sell
2023
Q1
$1.83M Sell
2022
Q4
$2.04M Buy
2022
Q3
$1.88M Sell
2022
Q2
$2.57M Buy
2022
Q1
$2.53M Buy
2021
Q4
$1.64M Buy