Catalyst Financial Partners’s S&P Global SPGI Stock Holding History

Catalyst Financial Partners’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 Q3	$711K	Buy
2025 Q2	$762K	Buy
2025 Q1	$681K	Buy
2024 Q4	$634K	Buy
2024 Q3	$632K	Buy
2024 Q2	$543K	Buy
2024 Q1	$441K	Buy
2023 Q4	$440K	Buy
2023 Q3	$347K	Buy
2023 Q2	$341K	Buy
2023 Q1	$217K	Buy