L.J. Altfest & Co’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 | $3.19M | Buy |
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|
2025
Q2 | $3.43M | Sell |
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|
2025
Q1 | $3.36M | Sell |
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|
2024
Q4 | $3.35M | Sell |
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|
2024
Q3 | $3.49M | Sell |
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|
2024
Q2 | $3.38M | Buy |
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|
2024
Q1 | $3.22M | Sell |
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|
2023
Q4 | $3.35M | Sell |
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|
2023
Q3 | $2.79M | Sell |
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|
2023
Q2 | $3.34M | Buy |
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|
2023
Q1 | $2.86M | Buy |
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|
2022
Q4 | $2.78M | Sell |
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|
2022
Q3 | $2.54M | Sell |
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|
2022
Q2 | $2.9M | Buy |
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|
2022
Q1 | $2.99M | Buy |
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|
2021
Q4 | $3.29M | Sell |
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|
2021
Q3 | $2.96M | Sell |
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|
2021
Q2 | $2.86M | Sell |
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|
2021
Q1 | $2.47M | Buy |
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|
2020
Q4 | $2.27M | Buy |
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|
2020
Q3 | $2.49M | Sell |
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|
2020
Q2 | $3.34M | Sell |
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|
2020
Q1 | $2.58M | Sell |
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|
2019
Q4 | $2.91M | Hold |
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|
2019
Q3 | $2.61M | Buy |
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|
2019
Q2 | $2.43M | Hold |
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|
2019
Q1 | $2.24M | Hold |
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|
2018
Q4 | $1.81M | Hold |
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|
2018
Q3 | $2.08M | Buy |
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|
2018
Q2 | $2.16M | Hold |
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|
2018
Q1 | $2.02M | Buy |
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|
2017
Q4 | $1.52M | Hold |
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|
2017
Q3 | $1.4M | Hold |
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|
2017
Q2 | $1.31M | Hold |
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|
2017
Q1 | $1.17M | Hold |
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|
2016
Q4 | $964K | Sell |
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|
2016
Q3 | $1.14M | Hold |
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|
2016
Q2 | $967K | Buy |
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