Delta 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
$239K Hold
2025
Q2
$259K Sell
2025
Q1
$263K Buy
2024
Q4
$243K Sell
2024
Q3
$254K Sell
2024
Q2
$2.5M Buy
2024
Q1
$2.39M Sell
2023
Q4
$2.53M Sell
2023
Q3
$2.34M Buy
2023
Q2
$2.55M Sell
2023
Q1
$2.22M Sell
2022
Q4
$2.21M Sell
2022
Q3
$2.67M Sell
2022
Q2
$2.95M Buy
2022
Q1
$3.29M Buy