Clio Asset Management’s S&P Global SPGI Stock Holding History

Clio Asset Management’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	$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