Jacobi Capital Management’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 | $1.77M | Buy |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.43M | Hold |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $947K | Buy |
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|
2023
Q2 | $976K | Sell |
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|
2023
Q1 | $845K | Buy |
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|
2022
Q4 | $819K | Buy |
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|
2022
Q3 | $520K | Buy |
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|
2022
Q2 | $560K | Buy |
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|
2022
Q1 | $651K | Buy |
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|
2021
Q4 | $651K | Sell |
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|
2021
Q3 | $627K | Sell |
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|
2021
Q2 | $689K | Sell |
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|
2021
Q1 | $623K | Buy |
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|
2020
Q4 | $294K | Buy |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q2 | $185K | Buy |
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|
2020
Q1 | $134K | Sell |
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|
2019
Q4 | $365K | Sell |
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|
2019
Q3 | $325K | Buy |
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|
2019
Q2 | $304K | Buy |
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|
2019
Q1 | $74K | Sell |
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|
2018
Q4 | $77K | Hold |
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|
2018
Q3 | $88K | Buy |
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|
2018
Q2 | $41K | Hold |
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|
2018
Q1 | $37K | Hold |
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|
2017
Q4 | $35K | Hold |
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|
2017
Q3 | $32K | Hold |
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|
2017
Q2 | $30K | Hold |
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|
2017
Q1 | $26K | Hold |
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|
2016
Q4 | $22K | Hold |
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|
2016
Q3 | $25K | Hold |
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|
2016
Q2 | $21K | Buy |
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