Sunbelt Securities’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 | $478K | Buy |
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|
2025
Q1 | $52.6K | Sell |
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|
2024
Q4 | $478K | Sell |
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|
2024
Q3 | $559K | Sell |
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|
2024
Q2 | $485K | Sell |
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|
2024
Q1 | $482K | Sell |
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|
2023
Q4 | $512K | Sell |
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|
2023
Q3 | $441K | Sell |
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|
2023
Q2 | $493K | Buy |
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|
2023
Q1 | $410K | Buy |
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|
2022
Q4 | $400K | Sell |
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|
2022
Q3 | $393K | Sell |
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|
2022
Q2 | $472K | Sell |
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|
2022
Q1 | $598K | Sell |
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|
2021
Q4 | $617K | Buy |
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|
2021
Q3 | $529K | Hold |
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|
2021
Q2 | $529K | Buy |
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|
2021
Q1 | $442K | Hold |
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|
2020
Q4 | $412K | Sell |
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|
2020
Q3 | $531K | Sell |
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|
2020
Q2 | $499K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $266K | Sell |
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|
2019
Q3 | $242K | Buy |
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