Convergence Financial’s S&P Global SPGI Stock Holding History

Convergence Financial’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	$405K	Hold
2025 Q2	$439K	Sell
2025 Q1	$424K	Sell
2024 Q4	$419K	Sell
2024 Q3	$454K	Buy
2024 Q2	$370K	Buy