Roberts Capital 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 | $912K | Hold |
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|
2025
Q2 | $988K | Hold |
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|
2025
Q1 | $952K | Hold |
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|
2024
Q4 | $933K | Hold |
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|
2024
Q3 | $968K | Hold |
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|
2024
Q2 | $797K | Hold |
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|
2024
Q1 | $797K | Buy |
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|
2022
Q3 | $613K | Hold |
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|
2022
Q2 | $677K | Hold |
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|
2022
Q1 | $824K | Hold |
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|
2021
Q4 | $948K | Buy |
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