HighPoint Advisor Group’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
$2.84M Buy
2025
Q1
$2.54M Buy
2024
Q4
$2.69M Buy
2024
Q3
$2.45M Sell
2024
Q2
$2.62M Buy
2024
Q1
$1.54M Buy
2023
Q4
$1.45M Buy
2022
Q2
$659K Buy
2021
Q3
$521K Sell
2021
Q2
$550K Buy
2021
Q1
$337K Buy
2020
Q4
$299K Sell
2020
Q3
$361K Buy
2020
Q2
$335K Buy
2020
Q1
$235K Buy
2019
Q4
$228K Buy
2019
Q3
$177K Buy
2019
Q2
$148K Buy
2016
Q4
Sell
2016
Q3
$238K Buy