Summit Securities 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 | $261K | Buy |
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|
2025
Q2 | $111K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $996 | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $172K | Sell |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q4 | $113K | Sell |
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|
2022
Q3 | $368K | Buy |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $59K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $382K | Buy |
|