Summit Financial’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
Q2 | $6.3M | Buy |
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|
2025
Q1 | $5.75M | Sell |
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|
2024
Q4 | $5.7M | Sell |
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|
2024
Q3 | $5.99M | Buy |
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|
2024
Q2 | $5.09M | Buy |
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|
2024
Q1 | $1.35M | Sell |
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|
2023
Q4 | $1.44M | Buy |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $646K | Buy |
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|
2022
Q4 | $623K | Buy |
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|
2022
Q3 | $451K | Buy |
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|
2022
Q2 | $346K | Sell |
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|
2022
Q1 | $537K | Buy |
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|
2021
Q4 | $425K | Buy |
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|
2021
Q3 | $319K | Buy |
|