OneDigital Investment 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 | $3.39M | Sell |
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|
2025
Q2 | $3.87M | Sell |
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|
2025
Q1 | $3.86M | Sell |
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|
2024
Q4 | $4.51M | Sell |
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|
2024
Q3 | $5.69M | Sell |
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|
2024
Q2 | $4.97M | Buy |
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|
2024
Q1 | $2.03M | Buy |
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|
2023
Q4 | $2.05M | Sell |
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|
2023
Q3 | $1.72M | Sell |
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|
2023
Q2 | $1.9M | Buy |
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|
2023
Q1 | $875K | Buy |
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|
2022
Q4 | $751K | Sell |
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|
2022
Q3 | $742K | Buy |
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|
2022
Q2 | $769K | Buy |
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|
2022
Q1 | $895K | Buy |
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|
2021
Q4 | $689K | Buy |
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|
2021
Q3 | $444K | Buy |
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|
2021
Q2 | $331K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $31K | Sell |
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|
2019
Q1 | $38K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $45K | Buy |
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