First National 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 | $6.51M | Sell |
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|
2025
Q2 | $7.42M | Sell |
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|
2025
Q1 | $7.22M | Buy |
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|
2024
Q4 | $7.02M | Buy |
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|
2024
Q3 | $7.13M | Sell |
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|
2024
Q2 | $6.21M | Sell |
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|
2024
Q1 | $6.21M | Sell |
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|
2023
Q4 | $6.7M | Sell |
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|
2023
Q3 | $6.23M | Sell |
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|
2023
Q2 | $7M | Sell |
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|
2023
Q1 | $9.79M | Buy |
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|
2022
Q4 | $9.42M | Buy |
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|
2022
Q3 | $8.27M | Buy |
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|
2022
Q2 | $8.11M | Buy |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $985K | Buy |
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|
2021
Q2 | $881K | Buy |
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|
2021
Q1 | $656K | Sell |
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|
2020
Q4 | $668K | Buy |
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|
2020
Q3 | $474K | Buy |
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|
2020
Q2 | $263K | Buy |
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