Sanibel Captiva Trust Company’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.09M Buy
5,858
+220
+4% +$116K 0.1% 147
2025
Q1
$2.86M Buy
5,638
+231
+4% +$117K 0.09% 145
2024
Q4
$2.69M Sell
5,407
-3
-0.1% -$1.49K 0.09% 145
2024
Q3
$2.79M Sell
5,410
-14
-0.3% -$7.23K 0.09% 141
2024
Q2
$2.42M Buy
5,424
+49
+0.9% +$21.9K 0.08% 147
2024
Q1
$2.29M Buy
5,375
+52
+1% +$22.1K 0.08% 143
2023
Q4
$2.34M Buy
+5,323
New +$2.34M 0.09% 137