LGA
Lebenthal Global Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
2,811
+307
| +12% | +$162K | 0.28% | 60 |
|
|
2025
Q1 | $1.27M | Sell |
2,504
-131
| -5% | -$66.6K | 0.24% | 57 |
|
|
2024
Q4 | $1.31M | Buy |
2,635
+363
| +16% | +$181K | 0.24% | 64 |
|
|
2024
Q3 | $1.17M | Buy |
+2,272
| New | +$1.17M | 0.24% | 61 |
|
|
2022
Q3 | – | Sell |
-1,139
| Closed | -$383K | – | 131 |
|
|
2022
Q2 | $383K | Buy |
1,139
+31
| +3% | +$10.4K | 0.19% | 87 |
|
|
2022
Q1 | $454K | Buy |
1,108
+95
| +9% | +$38.9K | 0.19% | 89 |
|
|
2021
Q4 | $478K | Buy |
+1,013
| New | +$478K | 0.19% | 81 |
|