Laurie J. Hall Trustee’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-145
| Closed | -$72K | – | 219 |
|
2024
Q4 | $72K | Hold |
145
| – | – | 0.02% | 171 |
|
2024
Q3 | $75K | Hold |
145
| – | – | 0.02% | 177 |
|
2024
Q2 | $65K | Hold |
145
| – | – | 0.02% | 167 |
|
2024
Q1 | $62K | Hold |
145
| – | – | 0.02% | 164 |
|
2023
Q4 | $64K | Hold |
145
| – | – | 0.02% | 164 |
|
2023
Q3 | $53K | Hold |
145
| – | – | 0.02% | 165 |
|
2023
Q2 | $58K | Hold |
145
| – | – | 0.02% | 166 |
|
2023
Q1 | $50K | Hold |
145
| – | – | 0.02% | 172 |
|
2022
Q4 | $49K | Hold |
145
| – | – | 0.02% | 168 |
|
2022
Q3 | $44K | Hold |
145
| – | – | 0.02% | 169 |
|
2022
Q2 | $49K | Hold |
145
| – | – | 0.02% | 173 |
|
2022
Q1 | $59K | Hold |
145
| – | – | 0.02% | 175 |
|
2021
Q4 | $68K | Hold |
145
| – | – | 0.02% | 175 |
|
2021
Q3 | $62K | Buy |
+145
| New | +$62K | 0.02% | 178 |
|