Chicago Partners Investment 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 | $1.06M | Buy |
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|
2025
Q2 | $988K | Buy |
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|
2025
Q1 | $825K | Buy |
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|
2024
Q4 | $712K | Buy |
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|
2024
Q3 | $687K | Buy |
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|
2024
Q2 | $544K | Sell |
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|
2024
Q1 | $473K | Buy |
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|
2023
Q4 | $456K | Sell |
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|
2023
Q3 | $377K | Buy |
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|
2023
Q2 | $396K | Sell |
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|
2023
Q1 | $414K | Buy |
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|
2022
Q4 | $425K | Sell |
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|
2022
Q3 | $392K | Sell |
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|
2022
Q2 | $464K | Buy |
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|
2022
Q1 | $394K | Buy |
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|
2021
Q4 | $340K | Buy |
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|
2021
Q3 | $371K | Buy |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $282K | Buy |
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