Chicago Trust’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 | $397K | Buy |
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|
2025
Q2 | $429K | Sell |
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|
2025
Q1 | $926K | Buy |
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|
2024
Q4 | $876K | Sell |
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|
2024
Q3 | $919K | Sell |
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|
2024
Q2 | $799K | Sell |
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|
2024
Q1 | $868K | Sell |
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|
2023
Q4 | $961K | Sell |
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|
2023
Q3 | $863K | Buy |
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|
2023
Q2 | $897K | Buy |
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|
2023
Q1 | $761K | Hold |
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|
2022
Q4 | $739K | Sell |
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|
2022
Q3 | $738K | Buy |
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|
2022
Q2 | $804K | Hold |
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|
2022
Q1 | $979K | Buy |
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|
2021
Q4 | $861K | Hold |
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|
2021
Q3 | $775K | Sell |
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|
2021
Q2 | $758K | Sell |
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|
2021
Q1 | $739K | Buy |
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|
2020
Q4 | $677K | Buy |
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|
2020
Q3 | $731K | Buy |
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|
2020
Q2 | $586K | Buy |
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|
2020
Q1 | $422K | Sell |
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|
2019
Q4 | $557K | Hold |
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|
2019
Q3 | $500K | Buy |
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|
2019
Q2 | $455 | Buy |
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|
2019
Q1 | $337 | Hold |
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|
2018
Q4 | $272 | Hold |
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|
2018
Q3 | $313K | Hold |
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|
2018
Q2 | $326K | Hold |
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|
2018
Q1 | $306K | Hold |
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|
2017
Q4 | $271K | Hold |
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|
2017
Q3 | $250 | Hold |
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|
2017
Q2 | $234 | Hold |
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|
2017
Q1 | $209 | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $202K | Sell |
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|
2016
Q2 | $536K | Buy |
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