Clio Asset Management’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
$6.95M Sell
2025
Q1
$6.75M Sell
2024
Q4
$6.94M Sell
2024
Q3
$7.37M Buy
2024
Q2
$6.34M Sell
2024
Q1
$11.7M Sell
2023
Q4
$12.8M Sell
2023
Q3
$11M Sell
2023
Q2
$12.2M Buy