FineMark National Bank & Trust’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 | $733K | Sell |
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|
2025
Q2 | $840K | Buy |
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|
2025
Q1 | $770K | Sell |
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|
2024
Q4 | $771K | Sell |
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|
2024
Q3 | $856K | Buy |
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|
2024
Q2 | $730K | Buy |
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|
2024
Q1 | $653K | Sell |
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|
2023
Q4 | $677K | Buy |
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|
2023
Q3 | $556K | Sell |
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|
2023
Q2 | $617K | Sell |
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|
2023
Q1 | $534K | Buy |
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|
2022
Q4 | $470K | Buy |
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|
2022
Q3 | $395K | Buy |
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|
2022
Q2 | $421K | Buy |
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|
2022
Q1 | $494K | Buy |
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|
2021
Q4 | $387K | Sell |
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|
2021
Q3 | $358K | Buy |
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|
2021
Q2 | $311K | Buy |
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|
2021
Q1 | $252K | Hold |
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|
2020
Q4 | $235K | Hold |
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|
2020
Q3 | $257K | Hold |
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|
2020
Q2 | $235K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $69K | Sell |
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|
2016
Q3 | $138K | Sell |
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|
2016
Q2 | $161K | Buy |
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