Clifford Swan Investment Counsel’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 | $2.91M | Buy |
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|
2025
Q2 | $3.15M | Sell |
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|
2025
Q1 | $3.05M | Buy |
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|
2024
Q4 | $2.99M | Sell |
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|
2024
Q3 | $3.27M | Sell |
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|
2024
Q2 | $2.88M | Sell |
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|
2024
Q1 | $2.76M | Hold |
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|
2023
Q4 | $2.86M | Sell |
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|
2023
Q3 | $2.4M | Buy |
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|
2023
Q2 | $740K | Buy |
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|
2023
Q1 | $488K | Sell |
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|
2022
Q4 | $474K | Sell |
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|
2022
Q3 | $514K | Hold |
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|
2022
Q2 | $567K | Buy |
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|
2022
Q1 | $660K | Hold |
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|
2021
Q4 | $759K | Hold |
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|
2021
Q3 | $745K | Hold |
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|
2021
Q2 | $707K | Hold |
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|
2021
Q1 | $567K | Hold |
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|
2020
Q4 | $529K | Sell |
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|
2020
Q3 | $616K | Buy |
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|
2020
Q2 | $558K | Hold |
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|
2020
Q1 | $415K | Sell |
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|
2019
Q4 | $571K | Sell |
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|
2019
Q3 | $519K | Hold |
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|
2019
Q2 | $483K | Hold |
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|
2019
Q1 | $446K | Hold |
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|
2018
Q4 | $360K | Hold |
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|
2018
Q3 | $414K | Hold |
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|
2018
Q2 | $432K | Hold |
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|
2018
Q1 | $405K | Sell |
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|
2017
Q4 | $1.2M | Buy |
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|
2017
Q3 | $1M | Sell |
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|
2017
Q2 | $969K | Sell |
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|
2017
Q1 | $960K | Sell |
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|
2016
Q4 | $800K | Hold |
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|
2016
Q3 | $942K | Hold |
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|
2016
Q2 | $798K | Buy |
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