Somerset Group’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 | $365K | Hold |
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|
2025
Q2 | $395K | Hold |
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|
2025
Q1 | $381K | Hold |
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|
2024
Q4 | $374K | Hold |
|
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|
2024
Q3 | $387K | Hold |
|
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|
2024
Q2 | $335K | Hold |
|
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|
2024
Q1 | $319K | Hold |
|
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|
2023
Q4 | $330K | Hold |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $301K | Hold |
|
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|
2023
Q1 | $259K | Hold |
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|
2022
Q4 | $251K | Hold |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $308K | Hold |
|
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|
2021
Q4 | $354K | Hold |
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|
2021
Q3 | $319K | Buy |
|