Okabena Investment Services’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
Q2 | $1.32M | Hold |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $2.45M | Buy |
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|
2024
Q3 | $2.44M | Buy |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $2.23M | Sell |
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|
2023
Q4 | $2.51M | Buy |
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|
2023
Q3 | $1.58M | Sell |
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|
2023
Q2 | $1.92M | Sell |
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|
2023
Q1 | $1.89M | Sell |
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|
2022
Q4 | $1.7M | Buy |
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|
2022
Q3 | $2.38M | Buy |
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|
2022
Q2 | $2.36M | Buy |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $306K | Sell |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.34M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $780K | Buy |
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