Global Financial Private Client’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
Q2 | – | Sell |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $486K | Sell |
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|
2024
Q3 | $516K | Buy |
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|
2024
Q2 | $8.47K | Hold |
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|
2024
Q1 | $8.12K | Sell |
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|
2023
Q4 | $10.2K | Hold |
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|
2023
Q3 | $8.53K | Hold |
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|
2023
Q2 | $9.23K | Sell |
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|
2023
Q1 | $31.9K | Sell |
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|
2022
Q4 | $46.4K | Sell |
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|
2022
Q3 | $46.1K | Sell |
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|
2022
Q2 | $65.3K | Sell |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $899K | Buy |
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|
2020
Q4 | $798K | Sell |
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|
2020
Q3 | $956K | Sell |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $684K | Buy |
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|
2019
Q4 | $796K | Buy |
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