Naples Global 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 | $1.13M | Buy |
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|
2025
Q2 | $904K | Buy |
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|
2025
Q1 | $698K | Hold |
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|
2024
Q4 | $684K | Hold |
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|
2024
Q3 | $710K | Hold |
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|
2024
Q2 | $613K | Hold |
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|
2024
Q1 | $585K | Hold |
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|
2023
Q4 | $605K | Hold |
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|
2023
Q3 | $502K | Buy |
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|
2023
Q2 | $522K | Buy |
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|
2023
Q1 | $432K | Hold |
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|
2022
Q4 | $419K | Hold |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q2 | $379K | Hold |
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|
2022
Q1 | $461K | Hold |
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|
2021
Q4 | $531K | Hold |
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|
2021
Q3 | $478K | Hold |
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|
2021
Q2 | $462K | Buy |
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|
2021
Q1 | $379K | Buy |
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