Colonial Trust Advisors’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 | $6.25M | Sell |
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|
2025
Q1 | $6.09M | Sell |
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|
2024
Q4 | $6.13M | Sell |
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|
2024
Q3 | $6.61M | Sell |
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|
2024
Q2 | $5.74M | Sell |
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|
2024
Q1 | $5.72M | Sell |
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|
2023
Q4 | $6.06M | Sell |
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|
2023
Q3 | $5.16M | Sell |
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|
2023
Q2 | $5.77M | Sell |
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|
2023
Q1 | $5.11M | Sell |
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|
2022
Q4 | $5.09M | Sell |
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|
2022
Q3 | $4.73M | Buy |
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|
2022
Q2 | $5.15M | Sell |
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|
2022
Q1 | $6.37M | Sell |
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|
2021
Q4 | $7.67M | Sell |
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|
2021
Q3 | $6.93M | Sell |
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|
2021
Q2 | $7.04M | Sell |
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|
2021
Q1 | $6.19M | Sell |
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|
2020
Q4 | $5.77M | Sell |
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|
2020
Q3 | $6.38M | Buy |
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|
2020
Q2 | $5.61M | Sell |
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|
2020
Q1 | $4.37M | Sell |
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|
2019
Q4 | $7.9M | Sell |
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|
2019
Q3 | $7.25M | Sell |
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|
2019
Q2 | $6.82M | Sell |
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|
2019
Q1 | $6.33M | Buy |
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|
2018
Q4 | $4.57M | Sell |
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|
2018
Q3 | $5.5M | Buy |
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|
2018
Q2 | $5.69M | Buy |
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|
2018
Q1 | $5.22M | Sell |
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|
2017
Q4 | $5.27M | Buy |
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|
2017
Q3 | $3.71M | Buy |
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|
2017
Q2 | $2.33M | Buy |
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