BankPlus Trust Department’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.4K Sell
71
-3
-4% -$1.58K 0.01% 257
2025
Q1
$37.6K Sell
74
-7
-9% -$3.56K 0.01% 247
2024
Q4
$40.3K Buy
+81
New +$40.3K 0.01% 238