Cary Street Partners Investment Advisory’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 | $1.35M | Buy |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $929K | Sell |
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|
2024
Q3 | $2.51M | Sell |
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|
2024
Q2 | $2.27M | Buy |
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|
2024
Q1 | $1.57M | Buy |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $771K | Buy |
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|
2023
Q2 | $818K | Buy |
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|
2023
Q1 | $492K | Sell |
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|
2022
Q4 | $510K | Sell |
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|
2022
Q3 | $469K | Sell |
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|
2022
Q2 | $572K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $293K | Buy |
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|
2020
Q3 | $190K | Buy |
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