Orion Portfolio Solutions’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
Q1 | $20.4M | Buy |
|
|||||
|
2024
Q4 | $19.8M | Sell |
|
|||||
|
2024
Q3 | $21M | Sell |
|
|||||
|
2024
Q2 | $20.6M | Sell |
|
|||||
|
2024
Q1 | $20.9M | Sell |
|
|||||
|
2023
Q4 | $22.4M | Sell |
|
|||||
|
2023
Q3 | $20.3M | Sell |
|
|||||
|
2023
Q2 | $23.6M | Sell |
|
|||||
|
2023
Q1 | $21.4M | Buy |
|
|||||
|
2022
Q4 | $663K | Buy |
|
|||||
|
2022
Q3 | $586K | Buy |
|
|||||
|
2022
Q2 | $552K | Sell |
|
|||||
|
2022
Q1 | $751K | Buy |
|
|||||
|
2021
Q4 | $607K | Buy |
|
|||||
|
2021
Q3 | $524K | Buy |
|
|||||
|
2021
Q2 | $450K | Sell |
|
|||||
|
2021
Q1 | $428K | Sell |
|
|||||
|
2020
Q4 | $465K | Sell |
|
|||||
|
2020
Q3 | $521K | Buy |
|
|||||
|
2020
Q2 | $310K | Buy |
|
|||||
|
2020
Q1 | $135K | Buy |
|
|||||
|
2019
Q4 | $112K | Buy |
|