Burkett Financial Services’s S&P Global SPGI Stock Holding History

Burkett Financial Services’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.18K	Hold
2025 Q1	$3.06K	Hold
2024 Q4	$2.99K	Hold
2024 Q3	$3.1K	Buy