Covenant Partners’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
$769K Hold
2025
Q2
$834K Hold
2025
Q1
$803K Sell
2024
Q4
$802K Sell
2024
Q3
$867K Buy
2024
Q2
$705K Hold
2024
Q1
$673K Sell
2023
Q4
$764K Hold
2023
Q3
$634K Hold
2023
Q2
$696K Hold
2023
Q1
$598K Hold
2022
Q4
$581K Hold
2022
Q3
$530K Hold
2022
Q2
$585K Sell
2022
Q1
$774K Buy