Colonial 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
$1.08M Buy
2025
Q2
$1.17M Sell
2025
Q1
$1.16M Sell
2024
Q4
$1.15M Buy
2024
Q3
$1.07M Sell
2024
Q2
$1M Buy
2024
Q1
$918K Sell
2023
Q4
$953K Sell
2023
Q3
$814K Buy
2023
Q2
$874K Buy
2023
Q1
$719K Sell
2022
Q4
$715K Buy
2022
Q3
$639K Buy