Bank of Marin’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 | $632K | Hold |
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|
2025
Q2 | $685K | Hold |
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|
2025
Q1 | $660K | Hold |
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|
2024
Q4 | $647K | Sell |
|
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|
2024
Q3 | $687K | Sell |
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|
2024
Q2 | $595K | Sell |
|
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|
2024
Q1 | $604K | Sell |
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|
2023
Q4 | $639K | Sell |
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|
2023
Q3 | $559K | Sell |
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|
2023
Q2 | $627K | Sell |
|
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|
2023
Q1 | $544K | Hold |
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|
2022
Q4 | $528K | Hold |
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|
2022
Q3 | $482K | Hold |
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|
2022
Q2 | $532K | Sell |
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|
2022
Q1 | $649K | Buy |
|