Gladstone Institutional Advisory’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 | $1.35M | Sell |
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|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $822K | Buy |
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $412K | Buy |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $522K | Sell |
|
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $2M | Sell |
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|
2022
Q3 | $1.89M | Buy |
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|
2022
Q2 | $997K | Sell |
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|
2022
Q1 | $2.35M | Buy |
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|
2021
Q4 | $563K | Buy |
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|
2021
Q3 | $404K | Buy |
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