Douglas Lane & Associates’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 | $764K | Sell |
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|
2025
Q2 | $912K | Buy |
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|
2025
Q1 | $875K | Sell |
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|
2024
Q4 | $874K | Hold |
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|
2024
Q3 | $907K | Sell |
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|
2024
Q2 | $796K | Sell |
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|
2024
Q1 | $845K | Buy |
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|
2023
Q4 | $860K | Sell |
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|
2023
Q3 | $721K | Buy |
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|
2023
Q2 | $686K | Buy |
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|
2023
Q1 | $455K | Buy |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q3 | $349K | Sell |
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|
2022
Q2 | $429K | Hold |
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|
2022
Q1 | $522K | Buy |
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|
2021
Q4 | $539K | Sell |
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|
2021
Q3 | $495K | Buy |
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|
2021
Q2 | $331K | Hold |
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|
2021
Q1 | $284K | Buy |
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