Northstar Advisory Group’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 | $424K | Sell |
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|
2025
Q2 | $494K | Buy |
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|
2025
Q1 | $466K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $314K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.74M | Sell |
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|
2021
Q4 | $4.45M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $338K | Buy |
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|
2021
Q1 | $246K | Buy |
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|
2020
Q4 | $218K | Buy |
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