First Western Trust Bank’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Sell |
8,044
-170
| -2% | -$89.6K | 0.19% | 39 |
|
|
2025
Q1 | $4.17M | Sell |
8,214
-758
| -8% | -$385K | 0.2% | 39 |
|
|
2024
Q4 | $4.47M | Sell |
8,972
-434
| -5% | -$216K | 0.21% | 40 |
|
|
2024
Q3 | $4.86M | Sell |
9,406
-1,266
| -12% | -$654K | 0.22% | 37 |
|
|
2024
Q2 | $4.76M | Sell |
10,672
-2,081
| -16% | -$928K | 0.23% | 37 |
|
|
2024
Q1 | $5.43M | Sell |
12,753
-582
| -4% | -$248K | 0.25% | 39 |
|
|
2023
Q4 | $5.87M | Sell |
13,335
-529
| -4% | -$233K | 0.29% | 38 |
|
|
2023
Q3 | $5.07M | Sell |
13,864
-467
| -3% | -$171K | 0.27% | 38 |
|
|
2023
Q2 | $5.75M | Sell |
14,331
-427
| -3% | -$171K | 0.28% | 39 |
|
|
2023
Q1 | $5.09M | Buy |
14,758
+415
| +3% | +$143K | 0.27% | 41 |
|
|
2022
Q4 | $4.8M | Sell |
14,343
-468
| -3% | -$157K | 0.28% | 38 |
|
|
2022
Q3 | $4.52M | Buy |
14,811
+342
| +2% | +$104K | 0.3% | 40 |
|
|
2022
Q2 | $4.84M | Sell |
14,469
-874
| -6% | -$293K | 0.32% | 40 |
|
|
2022
Q1 | $6.43M | Buy |
+15,343
| New | +$6.43M | 0.33% | 38 |
|