Magnolia Capital 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 | $968K | Sell |
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|
2025
Q2 | $1.06M | Sell |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $965K | Buy |
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|
2024
Q3 | $771K | Buy |
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|
2024
Q2 | $664K | Sell |
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|
2024
Q1 | $845K | Buy |
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|
2023
Q4 | $834K | Buy |
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|
2023
Q3 | $592K | Buy |
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|
2023
Q2 | $686K | Sell |
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|
2023
Q1 | $591K | Buy |
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|
2022
Q4 | $550K | Buy |
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|
2022
Q3 | $493K | Buy |
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|
2022
Q2 | $533K | Buy |
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|
2022
Q1 | $543K | Buy |
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