Montecito Bank & Trust’s S&P Global SPGI Stock Holding History

Montecito Bank & Trust’s Portfolio SPGI Stock Details SPGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$210K	Buy
2025 Q1	$232K	Sell
2024 Q4	$248K	Hold
2024 Q3	$257K	Buy
2024 Q2	–	Sell
2024 Q1	$212K	Hold
2023 Q4	$219K	Buy
2022 Q1	–	Sell
2021 Q4	$224K	Buy
2021 Q3	$201K	Buy