Stonegate Investment 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 | $663K | Sell |
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|
2025
Q2 | $731K | Sell |
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|
2025
Q1 | $722K | Sell |
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|
2024
Q4 | $733K | Sell |
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|
2024
Q3 | $790K | Sell |
|
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|
2024
Q2 | $743K | Buy |
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|
2024
Q1 | $630K | Sell |
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|
2023
Q4 | $729K | Buy |
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|
2023
Q3 | $552K | Sell |
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|
2023
Q2 | $629K | Buy |
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|
2023
Q1 | $534K | Sell |
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|
2022
Q4 | $532K | Buy |
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|
2022
Q3 | $478K | Buy |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $384K | Buy |
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|
2021
Q4 | $296K | Buy |
|