Tortoise Investment Management’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 | $107K | Sell |
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|
2025
Q1 | $106K | Sell |
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|
2024
Q4 | $140K | Buy |
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|
2024
Q3 | $145K | Buy |
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|
2024
Q2 | $110K | Sell |
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|
2024
Q1 | $126K | Sell |
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|
2023
Q4 | $138K | Hold |
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|
2023
Q3 | $115K | Hold |
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|
2023
Q2 | $126K | Hold |
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|
2023
Q1 | $108K | Hold |
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|
2022
Q4 | $105K | Sell |
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|
2022
Q3 | $116K | Buy |
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|
2022
Q2 | $127K | Sell |
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|
2022
Q1 | $159K | Buy |
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|
2021
Q4 | $110K | Hold |
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|
2021
Q3 | $99K | Hold |
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|
2021
Q2 | $96K | Hold |
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|
2021
Q1 | $82K | Buy |
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