Catalyst Financial Partners’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 | $762K | Buy |
1,446
+106
| +8% | +$55.9K | 0.08% | 110 |
|
|
2025
Q1 | $681K | Buy |
1,340
+67
| +5% | +$34K | 0.13% | 109 |
|
|
2024
Q4 | $634K | Buy |
1,273
+50
| +4% | +$24.9K | 0.12% | 110 |
|
|
2024
Q3 | $632K | Buy |
1,223
+6
| +0.5% | +$3.1K | 0.12% | 104 |
|
|
2024
Q2 | $543K | Buy |
1,217
+146
| +14% | +$65.1K | 0.12% | 111 |
|
|
2024
Q1 | $441K | Buy |
1,071
+72
| +7% | +$29.7K | 0.11% | 124 |
|
|
2023
Q4 | $440K | Buy |
999
+50
| +5% | +$22K | 0.12% | 106 |
|
|
2023
Q3 | $347K | Buy |
949
+99
| +12% | +$36.2K | 0.11% | 136 |
|
|
2023
Q2 | $341K | Buy |
850
+221
| +35% | +$88.6K | 0.12% | 120 |
|
|
2023
Q1 | $217K | Buy |
+629
| New | +$217K | 0.09% | 166 |
|