NorthRock Partners’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 | $2.73M | Buy |
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|
2025
Q2 | $2.54M | Buy |
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|
2025
Q1 | $2.28M | Hold |
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|
2024
Q4 | $2.24M | Sell |
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|
2024
Q3 | $2.49M | Buy |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $554K | Sell |
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|
2023
Q2 | $653K | Sell |
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|
2023
Q1 | $644K | Buy |
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|
2022
Q4 | $595K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $221K | Sell |
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|
2022
Q1 | $461K | Buy |
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|
2021
Q4 | $246K | Buy |
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