Level Four Advisory Services’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
$549K Buy
2025
Q2
$561K Sell
2025
Q1
$643K Sell
2024
Q4
$695K Sell
2024
Q3
$680K Buy
2024
Q2
$618K Buy
2024
Q1
$528K Hold
2023
Q4
$528K Buy
2023
Q3
$432K Sell
2023
Q2
$479K Sell
2023
Q1
$457K Buy
2022
Q4
$392K Buy