Lido 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
Q3 | $13.9M | Buy |
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|
2025
Q2 | $10.3M | Buy |
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|
2025
Q1 | $9.08M | Buy |
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|
2024
Q4 | $6.41M | Buy |
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|
2024
Q3 | $6.04M | Buy |
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|
2024
Q2 | $4.58M | Sell |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $10.6M | Buy |
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|
2023
Q3 | $1.95M | Buy |
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|
2023
Q2 | $2.04M | Sell |
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|
2023
Q1 | $1.86M | Sell |
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|
2022
Q4 | $5.64M | Buy |
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|
2022
Q3 | $887K | Buy |
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|
2022
Q2 | $671K | Sell |
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|
2022
Q1 | $843K | Buy |
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|
2021
Q4 | $728K | Buy |
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|
2021
Q3 | $527K | Buy |
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|
2021
Q2 | $253K | Sell |
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|
2021
Q1 | $240K | Sell |
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|
2020
Q4 | $229K | Buy |
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|
2020
Q3 | $207K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $255K | Buy |
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