Moody National Bank Trust Division’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 | $216K | Hold |
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|
2025
Q2 | $234K | Hold |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $221K | Sell |
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|
2024
Q3 | $230K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.46M | Hold |
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|
2023
Q1 | $1.26M | Hold |
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|
2022
Q4 | $1.22M | Hold |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.26M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $36K | Hold |
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|
2018
Q4 | $29K | Buy |
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