Confluence Investment Management’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 | $70.5M | Sell |
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|
2025
Q2 | $78.1M | Sell |
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|
2025
Q1 | $76.1M | Sell |
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|
2024
Q4 | $76.2M | Sell |
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|
2024
Q3 | $80.3M | Sell |
|
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|
2024
Q2 | $83.6M | Sell |
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|
2024
Q1 | $80.8M | Sell |
|
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|
2023
Q4 | $85.2M | Sell |
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|
2023
Q3 | $72.3M | Sell |
|
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|
2023
Q2 | $80.8M | Sell |
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|
2023
Q1 | $70.5M | Sell |
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|
2022
Q4 | $70.1M | Sell |
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|
2022
Q3 | $64.1M | Sell |
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|
2022
Q2 | $71.2M | Buy |
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|
2022
Q1 | $62.9M | Buy |
|