Trivium Point Advisory’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
$3.54M Sell
2025
Q1
$3.57M Sell
2024
Q4
$3.56M Buy
2024
Q3
$3.6M Sell
2024
Q2
$3.18M Buy
2024
Q1
$2.65M Buy
2023
Q4
$2.66M Buy
2023
Q3
$2.12M Buy
2023
Q2
$2.38M Buy
2023
Q1
$2.04M Buy
2022
Q4
$2M Sell
2022
Q3
$1.82M Buy
2022
Q2
$2M Buy
2022
Q1
$2.3M Buy
2021
Q4
$2.53M Sell
2021
Q3
$2.35M Buy
2021
Q2
$2.17M Buy
2021
Q1
$1.77M Buy
2020
Q4
$1.47M Buy
2020
Q3
$1.43M Buy
2020
Q2
$248K Buy