Cynosure Group’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
$883K Buy
1,674
+161
+11% +$84.9K 0.1% 91
2025
Q1
$769K Buy
1,513
+92
+6% +$46.7K 0.11% 95
2024
Q4
$708K Sell
1,421
-177
-11% -$88.1K 0.11% 98
2024
Q3
$826K Sell
1,598
-129
-7% -$66.6K 0.12% 88
2024
Q2
$770K Buy
1,727
+139
+9% +$62K 0.12% 105
2024
Q1
$676K Sell
1,588
-3,204
-67% -$1.36M 0.12% 96
2023
Q4
$2.11M Buy
+4,792
New +$2.11M 0.38% 63