Callan Capital’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
Q1 | $624K | Buy |
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|
2024
Q4 | $551K | Sell |
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|
2024
Q3 | $612K | Buy |
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|
2024
Q2 | $483K | Buy |
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|
2024
Q1 | $451K | Buy |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $367K | Buy |
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|
2023
Q1 | $301K | Hold |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $268K | Buy |
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