Shufro Rose & Co’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 | $346K | Hold |
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|
2025
Q2 | $346K | Sell |
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|
2025
Q1 | $396K | Hold |
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|
2024
Q4 | $388K | Buy |
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|
2024
Q3 | $324K | Hold |
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|
2024
Q2 | $324K | Buy |
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|
2024
Q1 | $284K | Hold |
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|
2023
Q4 | $244K | Hold |
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|
2023
Q3 | $244K | Sell |
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|
2023
Q2 | $272K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $227K | Buy |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $225K | Hold |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $283K | Hold |
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|
2021
Q2 | $274K | Hold |
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|
2021
Q1 | $235K | Hold |
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|
2020
Q4 | $219K | Hold |
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|
2020
Q3 | $241K | Hold |
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|
2020
Q2 | $220K | Buy |
|