Heartland 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
Q2
$1.33M Sell
2025
Q1
$1.31M Buy
2022
Q4
Sell
2022
Q3
$646K Sell
2022
Q2
$736K Buy
2022
Q1
$887K Buy
2021
Q4
$604K Buy
2021
Q3
Sell
2021
Q2
$860K Sell
2021
Q1
$823K Buy
2020
Q4
$694K Buy