Leavell Investment 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
Q3 | $877K | Sell |
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|
2025
Q2 | $954K | Hold |
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|
2025
Q1 | $920K | Buy |
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|
2024
Q4 | $896K | Sell |
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|
2024
Q3 | $944K | Buy |
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|
2024
Q2 | $812K | Buy |
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|
2024
Q1 | $595K | Sell |
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|
2023
Q4 | $635K | Buy |
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|
2023
Q3 | $466K | Buy |
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|
2023
Q2 | $509K | Sell |
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|
2023
Q1 | $439K | Buy |
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|
2022
Q4 | $425K | Hold |
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|
2022
Q3 | $387K | Buy |
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|
2022
Q2 | $402K | Hold |
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|
2022
Q1 | $490K | Sell |
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|
2021
Q4 | $799K | Hold |
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|
2021
Q3 | $720K | Hold |
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|
2021
Q2 | $598K | Hold |
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|
2021
Q1 | $598K | Sell |
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|
2020
Q4 | $721K | Sell |
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|
2020
Q3 | $799K | Hold |
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|
2020
Q2 | $730K | Hold |
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|
2020
Q1 | $543K | Buy |
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|
2019
Q4 | $347K | Hold |
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|
2019
Q3 | $311K | Sell |
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|
2019
Q2 | $305K | Hold |
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|
2019
Q1 | $282K | Hold |
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|
2018
Q4 | $228K | Hold |
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|
2018
Q3 | $262K | Hold |
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|
2018
Q2 | $273K | Hold |
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|
2018
Q1 | $256K | Hold |
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|
2017
Q4 | $227K | Hold |
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|
2017
Q3 | $210K | Buy |
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