Dakota Wealth 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 | – | Sell |
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|
2025
Q2 | $232K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $655K | Sell |
|
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|
2021
Q4 | $1.99M | Sell |
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|
2021
Q3 | $1.82M | Sell |
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|
2021
Q2 | $1.83M | Buy |
|
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $1.07M | Buy |
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|
2020
Q2 | $225K | Buy |
|