Morton Community Bank’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Buy |
7,624
+215
| +3% | +$113K | 1% | 41 |
|
|
2025
Q1 | $3.76M | Buy |
7,409
+65
| +0.9% | +$33K | 0.99% | 44 |
|
|
2024
Q4 | $3.66M | Buy |
7,344
+40
| +0.5% | +$19.9K | 0.97% | 44 |
|
|
2024
Q3 | $3.77M | Sell |
7,304
-200
| -3% | -$103K | 0.99% | 45 |
|
|
2024
Q2 | $3.35M | Buy |
7,504
+405
| +6% | +$181K | 0.95% | 47 |
|
|
2024
Q1 | $3.02M | Buy |
7,099
+335
| +5% | +$143K | 0.87% | 61 |
|
|
2023
Q4 | $2.98M | Buy |
+6,764
| New | +$2.98M | 0.97% | 36 |
|