Legacy Advisors’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
Sell
2025
Q1
$555K Buy
2024
Q4
$409K Buy
2024
Q3
$413K Buy
2024
Q2
$314K Buy
2024
Q1
$262K Sell
2023
Q4
$324K Buy
2019
Q2
Sell
2019
Q1
$16K Buy
2018
Q4
Sell
2018
Q3
$15K Hold
2018
Q2
$15K Hold
2018
Q1
$14K Hold
2017
Q4
$12K Hold
2017
Q3
$11K Buy